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Marketing users at Cloud Kicks should be able to view and edit converted leads. The administrator has assigned them permission set with the View and edit Converted Leads permission. Which two ways can the marketing users now access converted leads for editing? Choose 2 answers
Correct Answer: A,C
Explanation Two ways that marketing users can now access converted leads for editing are: Find them in the global search result, by entering the lead name or other keywords in the global search box and selecting Leads from the drop-down menu. Converted leads will appear in the search result with a check mark icon next to them. Utilize a list view where lead status equals Qualified, by creating or modifying a list view on the Leads tab and adding a filter for Lead Status equals Qualified. Converted leads will have Qualified as their lead status and will be visible in the list view. Searching the Recent Records component on the homepage or using Data Import Wizard will not allow users to access converted leads for editing. References: https://help.salesforce.com/s/articleView?id=sf.leads_view_converted.htm&type=5
Recent Comments (The most recent comments are at the top.)
Mila - Jun 18, 2025
Answers: A & B (Global Search + Recent Records).
kavya - Dec 04, 2024
The correct answers are :
A. Find them in the global search result. B. Search the Recent Records component on the homepage.
B. Search the Recent Records component on the homepage: The Recent Records component typically shows recently accessed or modified records, not a comprehensive list of converted leads, making it unreliable for this purpose.
D. Use the Data Import Wizard: The Data Import Wizard is used for importing and updating data in bulk, not for directly viewing or editing individual converted leads.
Nika - Feb 20, 2024
Correct:
A. Find them in the global search result. B. Search the Recent Records component on the homepage.
Where can you go to see converted leads? >Recent Records list in the Global Navigation tab >Global Search Results
Recent Comments (The most recent comments are at the top.)
Answers: A & B (Global Search + Recent Records).
The correct answers are :
A. Find them in the global search result.
B. Search the Recent Records component on the homepage.
https://help.salesforce.com/s/articleView?id=sales.leads_view_edit_converted.htm&type=5
Why the other options are incorrect:
B. Search the Recent Records component on the homepage:
The Recent Records component typically shows recently accessed or modified records, not a comprehensive list of converted leads, making it unreliable for this purpose.
D. Use the Data Import Wizard:
The Data Import Wizard is used for importing and updating data in bulk, not for directly viewing or editing individual converted leads.
Correct:
A. Find them in the global search result.
B. Search the Recent Records component on the homepage.
Where can you go to see converted leads?
>Recent Records list in the Global Navigation tab
>Global Search Results
https://help.salesforce.com/s/articleView?id=sf.leads_view_edit_converted.htm&type=5