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Zorluk: KolayLead Lifecycle and Lead Conversion

A Salesforce administrator at a global logistics company is reviewing the standard lead conversion process with new sales operations team members. When a sales representative converts a qualified Lead record in Salesforce, which two standard records are created or populated by default? (Select two answers.)

  1. AccountCevap
  2. ContactCevap
  3. C
    Price Book
  4. D
    Sales Process

Cevap

During lead conversion, Salesforce automatically creates or relates the converted lead to an Account record and a Contact record. Opportunity creation is optional.
In standard Salesforce lead conversion, information from the Lead record is split and mapped into an Account record (representing the organization) and a Contact record (representing the individual). An Opportunity record can also optionally be created.

Adım Adım Çözüm

1
Identify the standard target records generated during lead conversion in Salesforce.
Lead conversion maps single lead data into separate core CRM entities.
Standard lead conversion separates company demographic data into Account records and individual contact information into Contact records.
2
Evaluate the choices to distinguish standard data records from setup configuration objects.
Account and Contact records are created/matched by default. Price Books and Sales Processes are setup objects.
Price Books and Sales Processes are administrative structures and are not instantiated when converting individual leads.

Anahtar Kavram

Lead Conversion Data Model Mapping
Tahmini Süre:45s
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Konular

Lead Lifecycle and Lead Conversion

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