New Lightning Experience Administrators: Lead Assignment Best Practices

Assigning Leads from Website, Trade Shows, and More

Prev Question Next Question

Question

The system administrator needs to ensure that all Leads coming from the website are assigned a website lead queue, that all Leads for a recent trade show are assigned to Matt Wilson and all other leads are assigned to Phil Smith.

The system administrator will.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B.

The best option for the system administrator to achieve the required assignment of Leads is by creating one assignment rule with multiple criteria entries (Option B).

An Assignment Rule is a Salesforce feature that automatically assigns records, such as Leads, Cases, or Opportunities, to the right person or group based on predefined criteria.

To create the Assignment Rule, the administrator would need to follow these steps:

  1. Go to Setup, then search for Assignment Rules in the Quick Find box and click on it.
  2. Click on the New button to create a new rule.
  3. Give the rule a name, description and select the Lead object.
  4. Create the entry criteria for the rule. In this case, there would be three criteria entries: a. Criteria 1: If the Lead source is Website, assign to the Website Lead Queue. b. Criteria 2: If the Lead source is Trade Show, assign to Matt Wilson. c. Criteria 3: If the Lead source is any other source, assign to Phil Smith.
  5. Save the rule.

By creating one assignment rule with multiple criteria entries, the system administrator can accomplish the required task with a single rule, making it easier to manage and maintain.

Options A and C involve creating multiple assignment rules or combining rules with workflow rules, which can add complexity to the system and be harder to manage.

Option D suggests using workflow rules to accomplish the task, but Workflow rules are not designed for record assignment and may not be the best approach.