QuestionQ14
ProspectsA user is building an automation rule and is unsure whether the correct criteria are being used.
What is the best way to verify that the criteria match only the intended prospects?
- A Resume the rule and use the undo action feature if necessary.
- B Use the preview matches feature before running the rule.
- C Pull a Salesforce report of the same criteria and view results.
- D Run the rule to see who matches and change criteria if needed.
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