A sales representative at a financial services company is guiding a prospect through the standard Salesforce lead lifecycle and conversion process. Place the following operational and system steps in the correct chronological order from lead intake to final conversion.
- 1A new Lead record is created via Web-to-Lead with an initial status of Open - Not Contacted.
- 2The lead owner updates the status to Working - Contacted while evaluating business fit and qualification criteria.
- 3The user clicks the Convert button and specifies target Account, Contact, and optional Opportunity parameters.
- 4Salesforce executes custom validation rules on the Lead and target objects.
- 5Target Account, Contact, and Opportunity records are created or updated, mapped custom fields populate, and the Lead status changes to Converted.
Cevap
The correct chronological sequence is: 1. A new Lead record is created via Web-to-Lead with an initial status of Open - Not Contacted, 2. The lead owner updates the status to Working - Contacted while evaluating business fit and qualification criteria, 3. The user clicks the Convert button and specifies target Account, Contact, and optional Opportunity parameters, 4. Salesforce executes custom validation rules on the Lead and target objects, 5. Target Account, Contact, and Opportunity records are created or updated, mapped custom fields populate, and the Lead status changes to Converted.
The correct order follows the standard Salesforce lead lifecycle and conversion order of operations: initial lead capture (Open - Not Contacted), active qualification (Working - Contacted), user conversion invocation, platform validation enforcement, and final target record creation accompanied by setting Lead Status to Converted.
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Anahtar Kavram
Salesforce Lead Conversion Lifecycle and Order of Operations