ADM-201 · Question #24
Universal Containers is using lead assignment rules and record types. The sales team has the record type 'Corporate Leads' assigned as their default record type. The sales team has reported that…
The correct answer is D. Select override the existing record type with the assignee's default record type in Lead conversion. To ensure leads assigned to a sales team always receive their default record type, the administrator must configure Lead Conversion Settings to override existing lead record types with the assignee's default.
Question
Universal Containers is using lead assignment rules and record types. The sales team has the record type 'Corporate Leads' assigned as their default record type. The sales team has reported that Leads assigned to them are assigned to a different record type. They have requested to have all Leads assigned to them be assigned to the 'Corporate Leads' record type. How should an administrator configure the sales team's request'
Options
- ASelect require validation for converted Leads in Lead conversion settings.
- BSelect keep the existing record type in Lead conversion settings.
- CSelect preserve lead status in Lead conversion settings.
- DSelect override the existing record type with the assignee's default record type in Lead conversion
How the community answered
(19 responses)- A16% (3)
- B5% (1)
- C5% (1)
- D74% (14)
Why each option
To ensure leads assigned to a sales team always receive their default record type, the administrator must configure Lead Conversion Settings to override existing lead record types with the assignee's default.
'Require validation for converted Leads' impacts validation during lead conversion, not the record type assigned during lead assignment.
'Keep the existing record type' would prevent the lead's record type from changing to the assignee's default, directly contradicting the requirement.
'Preserve lead status' relates to maintaining the lead status during conversion, not controlling the record type during assignment.
In Lead Settings, checking 'Override the existing record type with the assignee's default record type' ensures that when a lead is assigned via assignment rules, its record type will automatically update to match the default record type of the new owner, fulfilling the sales team's request.
Concept tested: Lead assignment record type override settings
Source: https://help.salesforce.com/s/articleView?id=sf.lead_settings.htm&type=5
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