Sales Ops department has noticed that the Sales Reps are converting a lot of the unqualified leads.
The department wants to change the process and ensure specific information is being entered before the sales rep does any lead conversion.
Which Salesforce feature will allow Sales Ops to handle this issue better?
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: D
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of True or False.
Validation rules also include an error message to display to the user when the rule returns a value of True due to an invalid value.
Option A is incorrect because formula fields are read-only field and its value is evaluated from the formula or expression defined by us.
Option B is incorrect because the workflow rule automates certain business processes.
You can create a rule based on certain criteria that you set.
Option C is incorrect because duplicate rules define what happens when a user views a record with duplicates or starts creating a duplicate record.
References:
Correct Answer: D
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of True or False.
Validation rules also include an error message to display to the user when the rule returns a value of True due to an invalid value.
Option A is incorrect because formula fields are read-only field and its value is evaluated from the formula or expression defined by us.
Option B is incorrect because the workflow rule automates certain business processes.
You can create a rule based on certain criteria that you set.
Option C is incorrect because duplicate rules define what happens when a user views a record with duplicates or starts creating a duplicate record.
References:
The Salesforce feature that will allow Sales Ops to handle this issue better is the Validation Rule.
A validation rule is a Salesforce feature that enforces data quality by ensuring that certain criteria are met before a record can be saved. In this case, Sales Ops can create a validation rule that requires specific information to be entered before the sales rep is allowed to convert a lead.
For example, Sales Ops can create a validation rule that requires the lead to have a certain lead source or a certain lead score before it can be converted. This will ensure that only qualified leads are being converted, which will improve the quality of the sales pipeline and increase sales efficiency.
Formula fields, workflow rules, and duplicate rules are other Salesforce features that can help with data quality and automation, but they are not specifically designed to handle the issue of converting unqualified leads.
Formula fields are used to calculate and display data based on other fields in a record. Workflow rules are used to automate certain tasks and processes based on specified criteria. Duplicate rules are used to prevent the creation of duplicate records.
In summary, the most appropriate Salesforce feature for Sales Ops to handle the issue of converting unqualified leads is the Validation Rule.