The admin at Universal Containers has been getting complaints from sales reps about duplicate Leads within Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
The admin at Universal Containers has been getting complaints from sales reps about duplicate Leads within Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
To resolve issues with duplicate Leads, it's essential to confirm that the custom matching rule for Leads is activated. Custom matching rules are designed to be more tailored to an organization's specific needs compared to standard matching rules. Therefore, if a custom rule has been created but is not active, it will not be implemented in detecting duplicates. Hence, confirming the activation of the custom matching rule is crucial in addressing the sales reps' concerns.
I don't think you can change the criteria of a standard matching rule, only create a custom rule, so it's B.
B is it