Channel sales representatives at Northern Trail Outfitters (NTO) need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. To meet this requirement, NTO plans to implement lead management functionality.
Which solution should a consultant recommend?
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A. B. C. D.D
In order to meet the requirement of pushing pre-qualified leads to partners and allowing them to access and update those leads, a consultant should recommend the solution D: Add the leads tab to the Partner Community and configure partner profiles to access leads.
Here's a detailed explanation of why this solution is the most suitable:
Solution A: Creating a customized site where partners can self-register and access their leads is not the best approach because it involves additional development effort and maintenance. Salesforce already provides the Partner Community, which is a pre-built solution designed specifically for partner management. It offers features and functionality tailored for partner collaboration and lead management.
Solution B: Creating a task for a partner when a new lead is created and assigning the task to the partner in the Partner Community is not an optimal solution for lead management. Tasks in Salesforce are primarily used for tracking activities and to-do items, rather than for managing and updating records. Using tasks for lead management would not provide a centralized view of leads and could be confusing for partners.
Solution C: Configuring a separate lead record type and page layout for the Partner Community is a step in the right direction, but it alone does not provide the necessary functionality for partners to access and update leads. While it allows for customization of the lead layout for partner users, it does not address how partners will access and interact with the leads.
Solution D: Adding the leads tab to the Partner Community and configuring partner profiles to access leads is the most suitable solution. The Partner Community is a dedicated portal within Salesforce that allows partners to collaborate, access relevant data, and work with leads and opportunities. By adding the leads tab to the Partner Community, partners can have direct access to their assigned leads, view lead details, update lead information, and track progress. Configuring partner profiles ensures that only the appropriate partners have access to the leads tab, maintaining security and data integrity.
Overall, solution D leverages the existing Partner Community functionality and provides a seamless experience for partners to access and update their leads, making it the recommended solution for Northern Trail Outfitters (NTO) to implement lead management.