Exam Experience-Cloud-Consultant Topic 4 Question 166 Discussion

Actual exam question for Salesforce's Experience-Cloud-Consultant exam
Question #: 166
Topic #: 4
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 2 answers

Suggested Answer: A,D Vote an answer

To differentiate between the leads created by partners and the leads created by its own Sales team, UMS should create lead record types and page layouts for lead distribution. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. A page layout is a way to control the layout and organization of detail and edit pages in Salesforce. By creating lead record types and page layouts, UMS can customize the fields and values that are displayed to partners and Sales team members.

by Rupert at Aug 08, 2026, 09:27 AM

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