A sales administrator is documenting the standard Salesforce lead conversion process for new sales representatives. What is the correct sequence of events when converting a qualified lead into standard Salesforce records?
- 1The sales representative updates the Lead Status picklist field to 'Qualified'.
- 2The sales representative clicks the 'Convert' button on the Lead record layout.
- 3The sales representative selects or creates the target Account, Contact, and optional Opportunity records.
- 4Salesforce copies standard and mapped custom Lead field values onto the target Account, Contact, and Opportunity records.
- 5Salesforce sets the Lead record's IsConverted status to true and restricts standard user edit permissions on the original Lead.
Answer
The correct sequence of lead conversion is: 1) Update Lead Status to 'Qualified', 2) Click the 'Convert' button, 3) Select or create target Account, Contact, and Opportunity records, 4) Salesforce copies mapped Lead field data to the target records, and 5) Salesforce sets IsConverted to true on the original Lead record.
The standard lead lifecycle begins when a lead reaches a qualified status. The user triggers conversion using the Convert button, configures destination Account, Contact, and Opportunity options, after which Salesforce creates or updates the target records, applies custom field mappings, and updates the original lead status to Converted.
Step-by-Step Solution
Key Concept
Salesforce Lead Lifecycle and Lead Conversion Process Sequence