A sales operations administrator at a cloud-based software subscription provider is documenting the standard lead conversion process for internal training. Arrange the following actions in the exact chronological order in which they occur during the standard Salesforce lead conversion execution lifecycle.
- 1The sales user initiates conversion on the Lead record and specifies whether to create a new Account/Contact/Opportunity or merge into existing records.
- 2Salesforce creates or updates the target Account, Contact, and optional Opportunity records, populating fields based on Lead Custom Field Mapping rules.
- 3Salesforce updates the Lead status to Converted (setting IsConverted to True) and links the Lead record ID to the newly created or selected Account, Contact, and Opportunity.
- 4Salesforce transfers open tasks, completed activities, and attached files from the Lead to the destination records and locks the Lead record from standard user editing.
Answer
The correct chronological order begins with user initiation and destination record configuration, followed by target record generation with custom field mapping, then updating the lead status to converted with relationship linking, and concluding with activity history transfer and record locking.
Standard Salesforce lead conversion executes in a defined workflow: initiation and target selection occurs first, followed by target record creation and custom field mapping execution, then updating lead status flag (IsConverted = True) with object lookup references, and finally transferring activity history and locking the lead record from standard edits.
Step-by-Step Solution
Key Concept
Salesforce Lead Conversion System Execution Order