Lead conversion Flashcards
Leads can be converted into which type of objects on lead conversion?
Account, contact, opportunity
You can map to an existing or create a new one
Salesforce automatically maps standard Lead fields to standard account, contact, and opportunity fields?
A. True
B. False
A. True
Salesforce automatically Maps standard Lead field to standard account, contact, and opportunity field as part of out-of-the-box functionality
Once a lead is converted is it deleted from Salesforce?
No, it no longer shows up in the UI. However it can still be found in certain reports or by searching the database. It is converted by Salesforce into a read-only record.
Salesforce automatically Maps custom lead fields to custom account, contact, and opportunity fields?
A. True
B. False
B. False
All custom Lead Fields will need to be mapped manually to custom account, contact, and opportunity by a system administrator.
Universal containers would like to map lead fields by record types is this possible?
No
One mapping for the entire org so you can’t have different mappings by record type or by any other criteria.
Mapping is done in Lead object.
In fields & relationships, click the Map Lead Fields button.
Here you can map lead fields to account, contact, or opportunity fields.
Universal containers would like to revert leads that have been converted, is this possible?
Once a lead has been converted in Salesforce it cannot be unconverted - it’s a one-way process
What should be taken into consideration when converting a lead in Salesforce (choose 2)
A. Leads that are associated with an active approval process cannot be converted
B. Salesforce automatically Maps custom lead fields to custom account contact and opportunity fields
C. Salesforce automatically Maps standard lead fields to standard account contact and opportunity fields
D. All open and closed activities from a lead will be deleted upon conversion
A, C