An enterprise health tech company automates its B2B qualification lifecycle. When a lead reaches a 'Qualified' state, an automated system process executes lead conversion. Place the following system processing phases and validation steps in the correct chronological sequence in which Salesforce executes lead conversion.
- 1Validation rules and Apex triggers evaluate on the Lead record prior to conversion.
- 2Target Account, Contact, and optional Opportunity record instances are populated using Lead custom and standard field mappings.
- 3Validation rules, Apex triggers, and workflow logic execute on the newly generated target Account, Contact, and Opportunity records.
- 4The original Lead record's Status field updates to a Converted picklist value and the Lead record becomes read-only.
Cevap
The correct sequence of lead conversion execution is: 1) Validation rules and Apex triggers evaluate on the Lead record prior to conversion, 2) Target Account, Contact, and optional Opportunity record instances are populated using Lead custom and standard field mappings, 3) Validation rules, Apex triggers, and workflow logic execute on the newly generated target Account, Contact, and Opportunity records, 4) The original Lead record's Status field updates to a Converted picklist value and the Lead record becomes read-only.
During Salesforce lead conversion, system execution follows a strict sequence: pre-conversion Lead rules evaluate first to ensure conversion eligibility. Next, standard and custom field mappings populate target Account, Contact, and Opportunity record instances. Then, target object validation rules and automation fire upon insertion. Finally, once all target operations succeed, the Lead record status updates to Converted and becomes read-only.
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Salesforce Lead Conversion Order of Execution
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