PLAT-ADMN-201 · Question #53
When a qualified lead is converted, what happens to its related records?
The correct answer is C. All activities are attached to the resulting contact, account, and opportunity records. When a lead is converted in Salesforce, ALL activities - both open (tasks and events not yet complete) and closed (completed tasks and logged calls/emails) - are transferred to and associated with the resulting Contact, Account, and Opportunity records. Option B is incorrect…
Question
Options
- ARecords from custom objects are attached to the resulting contact, account, and opportunity
- BOpen activities only are attached to the resulting contact, account, and opportunity records.
- CAll activities are attached to the resulting contact, account, and opportunity records.
- DCampaign history is attached to the resulting contact, account, and opportunity records.
How the community answered
(23 responses)- A4% (1)
- B9% (2)
- C87% (20)
Explanation
When a lead is converted in Salesforce, ALL activities - both open (tasks and events not yet complete) and closed (completed tasks and logged calls/emails) - are transferred to and associated with the resulting Contact, Account, and Opportunity records. Option B is incorrect because it limits the transfer to only open activities, ignoring the historical closed ones. Option A is incorrect because records from custom objects are not automatically migrated during lead conversion without custom code or configuration. Option D is incorrect because campaign history is attached to the resulting Contact record only, not to Account or Opportunity.
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