Lead record ownership was previously set to a Queue whenever new lead records were created in your Salesforce instance. The Chief Marketing Officer has dictated that this practice must be changed. The new process for Lead Ownership is to automatically assign ownership to an individual, based on the territory in which the lead resides, whenever the Lead is first created. What Salesforce feature would you utilize to fulfill this request?

A. Web-to-Case

B. Escalation Rule

C. Workflow Rule

D. Web-to-Lead

E. Assignment Rule

Question

Business

Carleigh Mendez

12 January, 01:21

Lead record ownership was previously set to a Queue whenever new lead records were created in your Salesforce instance. The Chief Marketing Officer has dictated that this practice must be changed. The new process for Lead Ownership is to automatically assign ownership to an individual, based on the territory in which the lead resides, whenever the Lead is first created. What Salesforce feature would you utilize to fulfill this request?

A. Web-to-Case

B. Escalation Rule

C. Workflow Rule

D. Web-to-Lead

E. Assignment Rule

+5

Answers (1)

Know the Answer?

Samuel Riley · Answer 1

E is the correct answer.

Explanation:

In assignment rule, a case is assigned based on criteria specified within the sales force. Generally, organizations have one rule for each overall purpose. Assignment rules are used for automating the lead generation process and to support the business processes. The two popular ways in which one can assign the rules in sales force are: Lead assignment rule and Case assignment rule. The rule assignment dictates how leads are assigned to users and how they are created. while case assignment rule specifies how the cases are assigned to the user which are arranged in queues or created manually. For each rule, there can be multiple entries which will tell how leas or cases can be assigned