Sales and Marketing Applications10% of the exam
Lead routing, auto-response and campaign management
How Web-to-Lead, lead assignment rules, lead queues and auto-response rules capture and route leads, and how campaigns, campaign member statuses, Primary Campaign Source and the Marketing User setting track marketing results.
Describe the capabilities of lead automation tools and campaign management (for example: leads, lead convert, lead assignment rules, campaign, and campaign members).
~7 min read · 10 practice questions
What the exam expects
- Route leads to users or queues with one active assignment rule and correctly ordered entries.
- Know when the active assignment rule runs: Web-to-Lead, imports, manual creation (assign checkbox checked by default), and edits only when the rep selects it.
- Acknowledge the prospect with a lead auto-response rule, not the owner notification on an assignment rule entry.
- Set up campaigns, add members in bulk, define responded member statuses, and grant Marketing User.
- Explain what conversion keeps for marketing: campaign history and Primary Campaign Source.
Key facts
Active lead assignment rules
- Detail
- One at a time; many entries inside it
Reassign on edit
- Detail
- Only with Assign using active assignment rule selected
Active lead auto-response rules
- Detail
- One at a time
Web-to-Lead volume
- Detail
- Up to 500 leads per day
Queue members
- Detail
- Users, roles, public groups, territories, connections, partner users
Create campaigns
- Detail
- Edit on campaigns plus Marketing User
Responded status
- Detail
- Counted in Responses in Campaign
Add to Campaign from report
- Detail
- Needs Detailed Rows; fewer than 50,000 records
Campaign hierarchy
- Detail
- Up to five levels
Campaign ROI
- Detail
- (Value Won minus Actual Cost) / Actual Cost
Sources for this section (10)
- Assignment Rule Guidelineshelp.salesforce.com (opens in a new tab)
- Edit Leadshelp.salesforce.com (opens in a new tab)
- Auto-Response Ruleshelp.salesforce.com (opens in a new tab)
- Web-to-Leadhelp.salesforce.com (opens in a new tab)
- Create Queueshelp.salesforce.com (opens in a new tab)
- Create a Campaignhelp.salesforce.com (opens in a new tab)
- Member Statuseshelp.salesforce.com (opens in a new tab)
- Add Members from Reportshelp.salesforce.com (opens in a new tab)
- Campaign Hierarchyhelp.salesforce.com (opens in a new tab)
- Campaign ROIhelp.salesforce.com (opens in a new tab)
- Who can be Web-to-Lead's default lead creator?
- When an org uses several languages, which language are auto-response filter values entered in?
- Which permission lets an admin add, edit or delete campaign hierarchy columns?
- When can users start building campaign hierarchies?
- Why might a parent campaign include results from a child campaign a user can't open?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 28 lessons of the Platform Administrator guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (10 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Choose guide-only, practice-only, or save $4 with both