A sales administrator at a commercial aviation charter firm is documenting the standard Salesforce lead conversion process for newly onboarded sales representatives. Arrange the following steps of the lead conversion lifecycle in the correct chronological order from initial lead qualification to final record creation.
- 1The sales representative updates the Lead Status field to 'Qualified' after verifying client requirements.
- 2The sales representative clicks the 'Convert' action button on the Lead record.
- 3The user configures conversion settings in the modal, specifying new or existing Account, Contact, and Opportunity records.
- 4Salesforce validates data, applies custom field mappings, and creates or updates the target Account, Contact, and Opportunity records.
- 5The original Lead record status changes to 'Converted' and access becomes read-only for standard users.
Answer
The correct chronological sequence is: 1) Update Lead Status to 'Qualified', 2) Click the 'Convert' action button on the Lead record, 3) Configure target Account, Contact, and Opportunity settings in the conversion modal, 4) Salesforce validates data and creates target records using Lead Custom Field Mapping, and 5) The source Lead status changes to 'Converted' and becomes read-only.
The standard lead conversion process begins when a representative qualifies a lead. Clicking the Convert button opens a prompt modal where target Account, Contact, and Opportunity options are designated. Once submitted, Salesforce validates data, applies custom lead field mappings, creates or updates target records, and finally updates the lead status to Converted while locking it as read-only.
Step-by-Step Solution
Key Concept
Standard Salesforce Lead Conversion Execution Order