A Salesforce administrator is documenting the standard lead conversion process for newly onboarded sales representatives. What is the correct chronological sequence of steps that occur when converting a qualified lead record in Salesforce?
- 1The sales representative clicks the Convert button on the qualified Lead record.
- 2The representative selects or creates the destination Account, Contact, and optional Opportunity records.
- 3Salesforce populates fields on the destination records based on standard and mapped custom Lead fields.
- 4The Lead record status changes to Converted and the original lead becomes read-only.
Cevap
The correct sequence begins when the user clicks the Convert button, continues with specifying or creating target Account, Contact, and Opportunity records, executes standard and custom field mapping, and concludes by setting the Lead status to Converted and locking the record.
The lead conversion process starts when a user clicks the Convert button on a Lead. Next, the user configures destination records by choosing to create new or select existing Account, Contact, and Opportunity records. Salesforce then transfers Lead data to these records using standard and custom field mappings. Finally, Salesforce updates the Lead status to Converted and locks the original Lead record as read-only.
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Anahtar Kavram
Standard Salesforce Lead Conversion Execution Order
Tahmini Süre:45s