What should a consultant recommend?

The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.

What should a consultant recommend?
A . Enable Conversions for the Salesforce mobile app In Lead Conversion settings.
B . Create a Global Action to convert leads via the Salesforce mobile app.
C . Install an AppExchange package to convert leads via the Salesforce mobile app.

View Answer

Answer: B

Explanation:

Creating a Global Action specifically for lead conversion enables sales reps to convert leads directly from the Salesforce mobile app. This approach provides a seamless experience that leverages native Salesforce functionality, without the need for additional installations or configurations. By setting up a Global Action, the consultant ensures that lead conversion is accessible on the go, which is ideal for Cloud Kicks’ traveling sales team.

While enabling conversions in Lead Conversion settings provides configuration options, it does not by itself create mobile access. AppExchange solutions are useful but often introduce additional overhead and are unnecessary when native Salesforce functionality meets the requirement.

Salesforce Documentation

Reference: Salesforce Mobile App Global Actions

Lead Conversion on Mobile