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Salesforce

CRT-101 · Question #50

A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation. When using the Lead Conversion process, which two records can be Created? Choose 2 answers

The correct answer is A. Account D. Contact. During lead conversion, Salesforce can create up to three records: an Account, a Contact, and optionally an Opportunity.

Sales and Service Cloud Applications

Question

A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation. When using the Lead Conversion process, which two records can be Created? Choose 2 answers

Options

  • AAccount
  • BCampaign
  • CCase
  • DContact

How the community answered

(31 responses)
  • A
    87% (27)
  • B
    6% (2)
  • C
    6% (2)

Why each option

During lead conversion, Salesforce can create up to three records: an Account, a Contact, and optionally an Opportunity.

AAccountCorrect

Account creation is a standard part of the lead conversion process - Salesforce either creates a new account using the company name from the lead or allows the rep to associate the lead with an existing account.

BCampaign

Campaign records cannot be created during the lead conversion process - campaigns exist independently and are associated with leads or contacts through campaign members, not through conversion.

CCase

Case records are not part of the standard lead conversion flow - the only object types created during conversion are Account, Contact, and optionally Opportunity.

DContactCorrect

Contact creation is also a standard part of lead conversion - Salesforce maps lead name and contact fields to a new or existing contact record, preserving the individual's information in the converted state.

Concept tested: Records created during Salesforce Lead Conversion

Source: https://help.salesforce.com/s/articleView?id=sf.leads_convert.htm

Topics

#Lead Conversion#Sales Cloud#Standard Objects

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