Track Retail Locations for Leads and Customers
Question
The sales team at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information.
Which two actions should the Consultant take to meet this requirement? (Choose two.)
Answers
Explanations
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A. B. C. D. E.BD
To track the number of retail locations for each Lead and display it for the converted Account, as well as enable the service team to view this information, the following two actions should be taken:
B. Create a rollup field on the Account to calculate the number of retail locations. By creating a rollup field on the Account object, you can calculate the total number of retail locations associated with that Account. This rollup field will summarize data from the related child object, which in this case would be the Leads. The rollup field should be configured to count the number of retail locations related to the Account. This field will automatically update whenever a Lead is converted or modified.
D. Map the custom field from the Lead object to the custom field on the Account object during lead conversion. During the process of converting a Lead into an Account, you can map custom fields from the Lead object to corresponding custom fields on the Account object. In this case, you would need to create a custom field on both the Lead and Account objects to store the number of retail locations. By mapping the custom field from the Lead object to the custom field on the Account object during conversion, the value of the retail locations field will be transferred and stored in the converted Account.
To summarize the process:
- Create a custom field on the Lead object: This field will store the number of retail locations for each Lead.
- Create a custom field on the Account object: This field will store the total number of retail locations for the Account.
- Create a rollup summary field on the Account object: This field will calculate the sum of the custom field from the Lead object for all related Leads.
- Map the custom field from the Lead object to the custom field on the Account object during lead conversion: This ensures that the value of the retail locations field is transferred and stored in the converted Account.
With these actions, the sales team will be able to track the number of retail locations for each Lead and view the total number of retail locations for the converted Account. The service team will also have access to this information for their reference.
