🔥 Question of the Day: Controlling Lead Access with Record Types & Profiles

📝 Scenario:

You are the Salesforce Administrator at Pathway To Salesforce. Your company has two sales teams:

🔹 Enterprise Sales Team – Works with large corporate clients and should only see Enterprise Leads.

🔹 Small Business Sales Team – Works with small businesses and should only see Retail Leads.

Your manager, Mr. Godwin, notices that some Small Business Sales reps 👀 can see and edit Enterprise Leads, which should not be happening. He asks you to investigate and fix the issue so that each sales team only works with their assigned leads.

❓ Question:

Where should you check, and what action should you take to ensure each sales team can only access their assigned lead types?

🔸 A) Go to Profiles, check the assigned Record Types, and ensure the Enterprise Sales Profile has access only to the Enterprise Lead Record Type, while the Small Business Sales Profile has access only to the Retail Lead Record Type.

🔸 B) Review the Lead Process settings, ensure that different Lead Processes are assigned to the correct teams, and update status values accordingly. ⚙️

🔸 C) Go to Object Manager, edit the Lead Record Type settings, and restrict visibility based on Role Hierarchy. 🔐

🔸 D) Update the Lead Page Layout Assignments for each Profile to ensure Small Business Sales reps see only the Retail Lead fields and Enterprise Sales reps see only Enterprise Lead fields. 🖥️

📌 Instruction:

Drop your answer in the comments and explain why you think your choice is correct! The correct answer will be revealed at the end of the day. 🔥💡

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