A Salesforce administrator at a commercial solar installation enterprise is configuring automated lead processing guidelines. Place the system execution events in the correct chronological order as Salesforce processes a standard Lead conversion when a sales representative initiates conversion.
- 1Salesforce evaluates validation rules on the Lead record to verify data completeness prior to conversion.
- 2Salesforce creates or updates the target Account and Contact records, populating fields based on Lead Custom Field Mapping.
- 3Salesforce creates the optional Opportunity record and links it to the newly created or matched Account and Contact records.
- 4Salesforce sets the Lead IsConverted field to true, updates Lead Status to Converted, and locks the Lead record from standard editing.
Cevap
The correct chronological sequence for standard Lead conversion processing is: 1) Evaluate validation rules on the Lead record, 2) Create or update target Account and Contact records using field mappings, 3) Create and link the optional Opportunity record, and 4) Update the Lead status to Converted, set IsConverted to true, and lock the Lead record.
During standard Lead conversion, Salesforce executes Lead validation rules first. After validation passes, Salesforce creates or updates the target Account and Contact records according to field mapping rules. Next, any requested Opportunity record is created and linked to the Account and Contact. Finally, Salesforce updates the Lead record status to Converted, sets the IsConverted boolean to true, and locks the Lead record.
Adım Adım Çözüm
Anahtar Kavram
Lead Conversion Order of Execution