A Salesforce administrator is documenting the standard system execution sequence that occurs when a sales representative converts a Lead. Place the following Lead conversion execution steps in the correct chronological order from first to last.
- 1Validation rules and system checks evaluate on the Lead record to ensure data integrity.
- 2Account and Contact records are created or matched with existing records.
- 3Mapped custom Lead field values are written to the designated target fields on Account, Contact, and Opportunity.
- 4The Opportunity record is created and linked to the Account and Contact (unless suppressed).
- 5The Lead status updates to Converted, marking the Lead record read-only and linking it to the resulting records.
Answer
The correct order of lead conversion steps is: 1) Validation rules and system checks evaluate on the Lead record; 2) Account and Contact records are created or matched; 3) Mapped custom Lead field values are written to designated target fields; 4) The Opportunity record is created and linked (unless suppressed); 5) The Lead status updates to Converted, marking the record read-only.
During Lead conversion, Salesforce executes validation rules on the Lead record first to verify data integrity. Once validated, the system creates or matches the destination Account and Contact records. Custom Lead field mapping then writes data into the respective target fields across the generated or matched objects. Next, the system creates an Opportunity (unless the representative chose not to create one). Finally, Salesforce updates the Lead status to Converted, locks the Lead record as read-only, and links it to the converted Account, Contact, and Opportunity records.
Step-by-Step Solution
Key Concept
Lead Conversion System Execution Sequence