LenoxSoft has very specific lead qualification that has to be met before assigning prospects to...

Vendor: Salesforce
Product: Marketing-Cloud-Account-Engagement-Consultant
Update on: Aug 2, 2025
Questions: 245

Salesforce Marketing-Cloud-Account-Engagement-Consultant Question Answer

LenoxSoft has very specific lead qualification that has to be met before assigning prospects to an inside sales rep: *The prospects must be located in Texas or California *The prospects must submit their Request a demo form. When those two criteria are met they want to automatically assign the prospects to a inside sales rep. State is a required field on the Request a demo form. How would you have LenoxSoft automate the assignment?

Export the submission report & Import

Run completion Action on form Request a demo with action assign to user

Run completion Action on form Request a demo with action notify Admin

Run an automation rule to assign based on the « Request demo » Submission & prospect status field