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Difficulty: EasyLead Lifecycle and Lead Conversion

A sales administrator at a logistics company wants sales representatives to convert qualified leads into Account and Contact records without automatically creating an Opportunity record. Which action allows sales representatives to skip creating an Opportunity during lead conversion?

  1. Select the checkbox labeled 'Don't create a new opportunity upon conversion' on the lead conversion screen.Answer
  2. B
    Remove custom Lead field mappings to the Opportunity object in Lead Custom Field Mapping settings.
  3. C
    Deactivate the default Opportunity Stage values in the active Sales Process linked to the sales user profile.
  4. D
    Remove Opportunity record type assignments from the converting user's assigned Profile settings.

Answer

Select the checkbox labeled 'Don't create a new opportunity upon conversion' on the lead conversion screen.
On the standard Salesforce lead conversion screen, users can check the 'Don't create a new opportunity upon conversion' box to create or update Account and Contact records without generating a new Opportunity.

Step-by-Step Solution

1
Identify the built-in Salesforce UI options available during lead conversion.
Salesforce includes a standard checkbox option directly on the conversion modal window.
This allows end users to evaluate if an active sales deal/opportunity exists before creating a new one.
2
Select the option that specifically prevents Opportunity record creation.
Checking 'Don't create a new opportunity upon conversion' creates Account and Contact records while skipping Opportunity generation.
This fulfills the business requirement without altering field mapping rules or object security settings.

Key Concept

Lead Conversion Opportunity Suppression
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Topics

Lead Lifecycle and Lead Conversion

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