Optimize lead distribution in Salesforce Experience Cloud using Partner Central. Learn how to configure lead creation, enable external lead creation, and add the lead inbox to your partner portal.
Table of Contents
Question
Ursa Major Solar (UMS) is creating a partner portal to distribute leads to partners. Partners can also create their own leads in the portal. UMS has decided to use the Partner Central template.
Which three steps should UMS take to meet the requirement? (Choose three.)
A. Configure Lead Creation and Lead Distribution inside PRM Workspace.
B. Create a Lead Process for Lead Distribution.
C. Enable “Allow External Lead Creation” in Digital Experience settings.
D. Add the lead inbox to the Partner site.
E. Create a Lead Queue for Lead Distribution.
Answer
A. Configure Lead Creation and Lead Distribution inside PRM Workspace.
C. Enable “Allow External Lead Creation” in Digital Experience settings.
D. Add the lead inbox to the Partner site.
Explanation
Option A: Configure Lead Creation and Lead Distribution inside PRM Workspace to facilitate lead management within the partner portal.
Option C: Enable “Allow External Lead Creation” in Digital Experience settings to grant partners the ability to create leads directly in the portal.
Option D: Add the lead inbox to the Partner site to provide partners with a centralized location to view and manage their assigned leads.
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