A financial services institution is auditing its Salesforce lead lifecycle process to ensure data integrity during lead conversion. Arrange the following execution events in the correct chronological sequence from the moment an administrator or sales rep clicks the 'Convert' button on a Lead record.
- 1Salesforce evaluates validation rules on the Lead record.
- 2Target Account, Contact, and optional Opportunity records are instantiated and saved.
- 3Custom Lead field values populate corresponding mapped custom fields on the created target records.
- 4The Lead record is set to converted status (`IsConverted = TRUE`) and becomes read-only.
- 5Triggers, Flow automations, and validation rules execute on the newly created Account, Contact, and Opportunity records.
Answer
The correct chronological sequence is: (1) Salesforce evaluates validation rules on the Lead record, (2) Target Account, Contact, and optional Opportunity records are instantiated and saved, (3) Custom Lead field values populate corresponding mapped custom fields on the created target records, (4) The Lead record is set to converted status (IsConverted = TRUE) and becomes read-only, and (5) Triggers, Flow automations, and validation rules execute on the newly created Account, Contact, and Opportunity records.
The correct order follows Salesforce's internal execution model for lead conversion: Lead validation rules evaluate first to verify source data; next, destination Account, Contact, and Opportunity records are created; mapped custom Lead fields populate those target records; the original Lead record updates to IsConverted = TRUE and becomes read-only; and finally, automations and validation rules on the newly created target objects execute.
Step-by-Step Solution
Key Concept
Salesforce Lead Conversion Order of Execution