Ursa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its own Sales team. All lead records are shared with partners; however, some of the information captured by the Sales team on the lead record should not be shared with partners. Which two steps should UMS take at a minimum in order to meet the requirement? (Choose two.)

QuestionsCategory: Certified Experience Cloud ConsultantUrsa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its own Sales team. All lead records are shared with partners; however, some of the information captured by the Sales team on the lead record should not be shared with partners. Which two steps should UMS take at a minimum in order to meet the requirement? (Choose two.)
Admin Staff asked 4 months ago
Ursa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its own Sales team. All lead records are shared with partners; however, some of the information captured by the Sales team on the lead record should not be shared with partners.
Which two steps should UMS take at a minimum in order to meet the requirement? (Choose two.)

A. Create a separate channel for partners in PRM Workspaces.

B. Create Lead Record Types for Lead Distribution.

C. Create Page Layouts for Lead Distribution.

D. Enable “Lead Sharing” in Digital Experience settings.








 

Suggested Answer: BC

Community Answer: BC



This question is in Certified Experience Cloud Consultant Exam
For getting Salesforce Certified Experience Cloud Consultant














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