Northern Trail Outfitters has its sales support team enter new prospecting leads for sales representatives.
Which three actions should be implemented to enforce data quality and accuracy once the new lead has been qualified and the opportunity has been created to track the deal? (Choose three.)
Click on the arrows to vote for the correct answer
A. B. C. D. E.BCD
To enforce data quality and accuracy once the new lead has been qualified and the opportunity has been created to track the deal, the following three actions should be implemented:
B. Enable validation rules on the lead: Enabling validation rules on the lead ensures that the data entered for each lead meets specific criteria or follows certain business rules. These rules can include mandatory fields, data formats, or even cross-object validations. By enforcing validation rules on the lead, you can prevent inaccurate or incomplete data from being saved, improving the overall data quality.
C. Map custom lead fields to corresponding custom opportunity fields: Mapping custom lead fields to corresponding custom opportunity fields ensures that the relevant information from the lead is accurately transferred to the opportunity. This helps maintain consistency and data accuracy across records. By mapping fields, you can ensure that important data points are not lost during the conversion process, and the sales representatives have the necessary information to effectively work on the opportunity.
E. Enable validation rules on the opportunity: Similar to lead validation rules, enabling validation rules on the opportunity allows you to define and enforce data quality criteria for opportunity records. These rules can ensure that the data entered for opportunities follows specific guidelines, such as mandatory fields, data formats, or other business rules. By enabling validation rules on the opportunity, you can maintain data accuracy and prevent errors or inconsistencies in the opportunity information.
Now, let's discuss why the other answer choices are not the correct options:
A. Create an Apex trigger to perform data quality checks: While creating an Apex trigger can be a powerful way to enforce complex data quality checks and business rules, it is not explicitly mentioned as a requirement in this scenario. The question specifically asks for actions to be implemented after the lead has been qualified and the opportunity has been created. Apex triggers are generally used to automate processes and perform custom logic when records are created, updated, or deleted.
D. Enable the lead conversion permission: Enabling the lead conversion permission is not directly related to enforcing data quality and accuracy. Lead conversion permission controls whether users can convert leads into accounts, contacts, and opportunities. It does not provide mechanisms to ensure data quality or accuracy after the lead has already been converted.
Therefore, the correct answer choices for this scenario are B, C, and E.