The events manager at dream house 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…

Question

Options

• ADelete the lead and create a new contact and opportunity.
• BClone the lead and convert the cloned record to a contact.
• CConvert the lead from the campaign member detail page.
• DAdd a contact from a campaign member detail page.

• A
  6% (2)
• B
  6% (2)
• C
  71% (24)
• D
  18% (6)

Explanation

Converting the lead from the campaign member detail page (C) is the correct and preferred method. When you navigate to the campaign member record and convert from there, Salesforce preserves the campaign member history and maintains the association between the campaign and the resulting contact/opportunity. Deleting the lead and creating records manually (A) destroys all lead and campaign history. Cloning the lead (B) creates a duplicate and still requires conversion without guaranteeing history preservation. Adding a contact from the campaign member page (D) creates a new contact but does not convert the lead record or create an opportunity, leaving the original lead orphaned.

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