A marketing manager wants to measure the ROI of a campaign, but the campaign has both leads and contacts as members. Some leads have converted to opportunities, and some contacts have been added directly. The manager wants to see the total revenue from all converted members. What should they do?

Use a single 'Campaigns with Members' report type.

Use the 'Campaigns with Leads' report type and the 'Campaigns with Contacts' report type to see conversions from both.

Use campaign influence to attribute all opportunities to the campaign.

Create a custom report type that combines leads and contacts.

What is the purpose of lead auto-response rules?

To automatically send an email response to a lead when they are created

To capture leads from web forms into Salesforce

To assign leads to the appropriate sales representative

To track the effectiveness of marketing campaigns

A B2B company runs multiple marketing campaigns (e.g., email, trade show, webinars) that all contribute to a single opportunity. The sales manager wants to see which campaigns influenced the opportunity and the revenue attributed to each. What should the admin configure?

Create a custom report that lists all campaigns and opportunities.

Create a campaign hierarchy and add the opportunity to the parent campaign.

Use campaign member statuses to mark the opportunity as 'Influenced'.

Enable campaign influence and select an attribution model (e.g., first touch, last touch, or custom).

What is required to set up web-to-lead?

Install a Salesforce AppExchange app for form management

Create a lead assignment rule and activate it

Set up an auto-response rule with an email template

Enable web-to-lead in Setup, then generate and embed the HTML form on your website

A sales manager wants to track how many leads from a specific trade show campaign have been converted to opportunities. The leads were added to the campaign as members. What should the admin do to track conversions?

Create a workflow rule to automatically change the status to 'Converted' when the lead is converted.

Use campaign influence to attribute the opportunities to the campaign.

Update the campaign member statuses to 'Converted' for leads that have been converted.

Create a lead assignment rule to route converted leads to the sales manager.

SalesforceCertified Administrator

Domain 5Objective 3

Describe the Capabilities of Lead Automation Tools and Campaign Management. PLATFORM-ADMINISTRATOR Practice Questions (Page 6)

Part of the SALES AND MARKETING APPLICATIONS domain, which accounts for 14% of the PLATFORM-ADMINISTRATOR exam.

34questions here

7free pages

9concepts

14%of the exam

Questions 26–30

26expert · hard
A marketing manager wants to measure the ROI of a campaign, but the campaign has both leads and contacts as members. Some leads have converted to opportunities, and some contacts have been added directly. The manager wants to see the total revenue from all converted members. What should they do?
Select an answer first
27foundation · easy
What is the purpose of lead auto-response rules?
Select an answer first
28application · medium
A B2B company runs multiple marketing campaigns (e.g., email, trade show, webinars) that all contribute to a single opportunity. The sales manager wants to see which campaigns influenced the opportunity and the revenue attributed to each. What should the admin configure?
Select an answer first
29foundation · easy
What is required to set up web-to-lead?
Select an answer first
30application · medium
A sales manager wants to track how many leads from a specific trade show campaign have been converted to opportunities. The leads were added to the campaign as members. What should the admin do to track conversions?
Select an answer first

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