Explain the Best Practices for Managing Lead Data Quality. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1application · medium

   A nonprofit organization imports leads from event sign-in sheets. Over the past year, the database has accumulated many duplicate records because the same supporter registered for multiple events with slightly different email addresses (e.g., 'john.doe@gmail.com' vs 'jdoe@gmail.com'). The administrator wants to establish an ongoing process to prevent this from recurring. What should the administrator implement?

   • ACreate a validation rule that rejects any lead with an email address that already exists in the system.
   • BAsk the event team to manually check for duplicates in the spreadsheet before importing each time.
   • CSet up a duplicate rule that runs on the Email field and configure a matching rule that ignores common email variations, then schedule a weekly duplicate report for manual review.
   • DRun a one-time deduplication job to merge all existing duplicates and then disable the duplicate rules to improve system performance.
   Reveal Solution Discussion Select an answer first
2. 2foundation · easy

   Which method is commonly used to identify duplicate leads?

   • ACreating a new record for every lead that has the same first name
   • BDeleting all leads older than six months
   • CComparing fields such as email address or phone number across records
   • DRandomly selecting records to delete
   Reveal Solution Discussion Select an answer first
4. 3foundation · easy

   What is the main goal of deduplication in lead management?

   • ATo delete all leads that have not been contacted
   • BTo ensure each lead exists only once in the database
   • CTo merge all leads from the same company into one record
   • DTo create multiple records for the same lead to increase coverage
   Reveal Solution Discussion Select an answer first
5. 4application · medium

   A real estate agency collects leads from its website. The web form includes a free-text field for 'City', and leads often enter variations like 'NYC', 'New York City', and 'Manhattan'. The agency wants to use the City field for targeted marketing campaigns. What should the administrator do to improve the quality of this data?

   • AUse a workflow rule to automatically convert the City field to title case.
   • BAsk the marketing team to manually review and correct the City field for all leads each week.
   • CReplace the free-text City field with a picklist that contains the standard city names the agency services.
   • DCreate a validation rule that requires the City field to contain at least five characters.
   Reveal Solution Discussion Select an answer first
6. 5foundation · easy

   What is the purpose of data validation in lead management?

   • ATo delete leads that do not convert quickly
   • BTo increase the number of leads in the database
   • CTo format all lead data in a single consistent style
   • DTo ensure that lead data is accurate and meets defined criteria
   Reveal Solution Discussion Select an answer first