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Exam Certified Experience Cloud Consultant topic 1 question 21 discussion

Actual exam question from Salesforce's Certified Experience Cloud Consultant
Question #: 21
Topic #: 1
[All Certified Experience Cloud Consultant Questions]

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.
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Suggested Answer: BC 🗳️
by Me_71421 at April 18, 2024, 12:30 p.m.

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Me_71421
2 weeks ago
Selected Answer: BC
B. Create Lead Record Types for Lead Distribution. By creating separate Lead Record Types, UMS can customize the lead layout and fields based on whether the lead is created by partners or the Sales team. This allows for different sets of information to be captured and displayed for each type of lead. C. Create Page Layouts for Lead Distribution. Creating separate Page Layouts for each Lead Record Type enables UMS to control the visibility of fields and related lists based on the lead's Record Type. This allows UMS to ensure that sensitive information captured by the Sales team is not shared with partners by configuring the appropriate page layouts.
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