ADM-201 · Question #342
ADM-201 Question #342: Real Exam Question with Answer & Explanation
The correct answer is B: Convert the lead from the Campaign Member Detail page.. To convert a hot lead into a contact and associated opportunity while preserving campaign member history, the administrator should convert the lead directly from its Campaign Member Detail page.
Question
The events manager at DreamHouse Realty has a hot lead from a successful open house that needs to become a Contact with an associated Opportunity. How should this be accomplished from the Campaign keeping the associated Campaign Member history?
Options
- AClone the lead and convert the cloned record to a Contact.
- BConvert the lead from the Campaign Member Detail page.
- CAdd a Contact from the Campaign Member Detail page.
- DDelete the lead and create a new Contact and Opportunity.
Explanation
To convert a hot lead into a contact and associated opportunity while preserving campaign member history, the administrator should convert the lead directly from its Campaign Member Detail page.
Common mistakes.
- A. Cloning the lead creates a duplicate record, and converting the clone might not correctly transfer the campaign member history from the original lead.
- C. Adding a Contact from the Campaign Member Detail page is for associating an existing contact with a campaign, not for converting a lead.
- D. Deleting the lead and creating new records would result in the loss of the campaign member history associated with the original lead, failing to meet a key requirement.
Concept tested. Lead Conversion and Campaign Membership
Reference. https://help.salesforce.com/s/articleView?id=sf.leads_convert_campaign.htm&type=5
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