The admin at Universal Containers has been getting complaints from sales reps about duplicate Leads within Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
Click on the arrows to vote for the correct answer
A. B. C. D.C
To resolve the issue of duplicate Leads within Salesforce, the consultant should recommend the following:
First, it is mentioned that the admin has already set up a matching rule for Leads. Matching rules are used to identify potential duplicates based on specific criteria. So, the existing matching rule should be reviewed to determine if it is effectively identifying duplicate Leads.
Now let's analyze each of the answer options to see which one is the most appropriate recommendation:
A. Change the criteria for the standard Contact matching rule. This option suggests modifying the criteria for the standard Contact matching rule. However, the issue at hand pertains to duplicate Leads, not Contacts. Therefore, this option is not relevant to the problem and can be eliminated.
B. Confirm the custom matching rule is activated. This option suggests verifying whether the custom matching rule is activated. It is important to ensure that the matching rule created specifically for Leads is active and functioning as intended. By confirming the activation of the custom matching rule, it will be ensured that the system is using the defined criteria to identify duplicate Leads. Thus, this option is a valid recommendation and should be considered.
C. Change the criteria for the standard Lead matching rule. This option proposes modifying the criteria for the standard Lead matching rule. However, it is not stated whether the admin has already set up a custom matching rule for Leads or if they are currently relying on the standard Lead matching rule. Since the admin has already set up a matching rule for Leads, it is more appropriate to focus on reviewing and confirming the effectiveness of the existing custom matching rule rather than changing the criteria of the standard Lead matching rule. Therefore, this option is less suitable for resolving the issue at hand.
D. Confirm the standard matching rule is inactivated. This option suggests checking whether the standard matching rule is inactivated. However, it is not mentioned whether the admin has configured a custom matching rule or if they are using the standard matching rule for Leads. Without this information, it is not advisable to recommend inactivating the standard matching rule as it may lead to no matching rule being applied to the Leads, exacerbating the issue of duplicate Leads. Hence, this option is not the most appropriate recommendation.
In conclusion, the consultant should recommend option B: Confirm the custom matching rule is activated. This will ensure that the custom matching rule for Leads is active and accurately identifying duplicate Leads based on the specified criteria, addressing the issue of duplicate Leads within Salesforce.