The Northern Trail Outfitters sales team has reported that many of the Leads they receive are missing an email address or phone number.
Which two approaches should a consultant recommend to address this problem? (Choose two.)
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A. B. C. D.AD
To address the problem of missing email addresses or phone numbers in Leads received by the Northern Trail Outfitters sales team, the consultant should recommend the following two approaches:
Option A: Require Phone and Email fields on the Lead page layout. This approach involves making the Phone and Email fields mandatory when entering lead information on the Lead page layout. By requiring these fields, the sales team will be prompted to provide the necessary contact information before saving the Lead record. This ensures that no Leads can be created without a valid phone number or email address. The mandatory fields provide a proactive solution to capture essential contact details from the outset.
Option D: Create a Validation Rule that requires either a Phone or Email. This approach involves creating a validation rule that enforces the presence of either a phone number or an email address in the Lead record. A validation rule is a customizable rule in Salesforce that allows you to define specific criteria for data entry. By creating a validation rule, you can set conditions that must be met before a record can be saved. In this case, the validation rule would require the user to enter either a phone number or an email address before saving the Lead record. This ensures that Leads cannot be created or saved without at least one of these contact details.
Both of these approaches focus on ensuring that the necessary contact information is captured for each Lead record. Option A makes the Phone and Email fields mandatory on the Lead page layout, while Option D creates a validation rule to enforce the presence of either a phone number or an email address. By implementing both of these approaches, the Northern Trail Outfitters sales team can improve the quality of their Leads and ensure that they have the necessary contact information to follow up with potential customers effectively.