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)
- What happens to a lead that matches none of the entries in the active assignment rule?
- Why doesn't the email template on an assignment rule entry acknowledge the prospect?
- Which two things must a user have to create a campaign?
- When does a campaign member count in Responses in Campaign?
- Which campaign gets Primary Campaign Source when a lead linked to several campaigns is converted?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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