The Cloud Kicks website Contact Us form creates Leads that need to be followed-up in a timely manner by sales representatives. The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the Lead status is still new. Sales representatives want a list of Leads to follow up.
Which two actions should the consultant take to meet the requirements? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D.AC
To meet the requirements of notifying the VP of Sales when the Lead creation date has passed 24 hours and the Lead status is still new, and providing sales representatives with a list of Leads to follow up, you should take the following two actions:
A. Use Process Builder to send a time-based notification email: Process Builder is a Salesforce automation tool that allows you to define and automate business processes. In this case, you can create a process using Process Builder that triggers when a Lead is created. The process can include a time-based action that sends an email notification to the VP of Sales 24 hours after the Lead is created if the Lead status is still new. By using a time-based action, you ensure that the notification is sent at the appropriate time.
B. Create a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new": Lead list views are used to display a filtered list of Leads based on specific criteria. In this case, you should create a Lead list view with the following filter criteria: "Lead created date NOT equal to TODAY" and "Status equals new." This will create a list of Leads that were created more than 24 hours ago and are still in the new status. Sales representatives can access and use this list to follow up on the Leads that require attention.
Let's go over the other answer options to understand why they are not the correct choices:
C. Create a dynamic report for sales representatives to subscribe to: While creating a dynamic report can provide useful insights and data for sales representatives, it does not address the requirement of notifying the VP of Sales when Lead creation dates have passed 24 hours and the status is still new. Reports are typically used for analyzing data and generating insights, rather than triggering time-based notifications.
D. Create a Lead escalation rule with criteria "Lead created date NOT equal to TODAY" and "Status equals new": Lead escalation rules in Salesforce are used to automatically assign records to different users or queues based on specific criteria. However, in this scenario, the requirement is not about assigning Leads to different users or queues but rather providing a list of Leads for sales representatives to follow up on. Therefore, creating a Lead escalation rule is not the appropriate solution.
In summary, the correct actions to meet the requirements are to use Process Builder to send a time-based notification email to the VP of Sales and to create a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new" for the sales representatives to use.