The Northern Trail Outfitters sales team has reported that many of the leads they receive
are missing an email address or phone number.
Which approach should a consultant recommend to address this issue?
A. Set default values for Phone and Email fields on the Lead object.
B. Make Phone and Email fields required on the Lead convert form.
C. Create a validation rule that requires a Phone and Email.
C. Create a validation rule that requires a Phone and Email.
Explanation: To ensure that leads contain essential contact information, such as a phone
number or email address, a validation rule can enforce these fields as required when
creating a Lead. This approach ensures that incomplete leads are not saved, maintaining
data quality.
Using Validation Rules for Data Completeness: Validation rules can specify that
both Phone and Email fields must have values before a record can be saved. This
prevents leads from being created with missing key contact information.
Improving Data Quality at Entry: By enforcing these fields, sales reps can work
with complete data, increasing the likelihood of successful follow-up and
conversion.
Option A (setting default values) would not enforce field completion, and Option B
(requiring on convert form) would not address the issue at the point of lead creation. For
more guidance, see the Salesforce Validation Rules documentation.