Lead Conversion and Record Types Flashcards
At Prestige Worldwide, there are two account record types in use, one called small business and one called Enterprise. A sales user with access to both record types and a default record type of small business is the owner of a lead and needs to convert the lead to an Enterprise account. What will happen when the user tries to convert the lead to an account? Choose 1
A. The account will be created with the Enterprise record type
B. The accounts will be created with the small business record type
C. The user will be prompted to select the record type they would like
D. Lead conversion will fail due to record type assignment at the profile level
C
If the user has access to more than one record type, on lead conversion they will have to choose which record type will be applied
Validation rules are not triggered on lead conversion?
True
False
False
Validation rules are enforced on lead conversion for the Lead, Account, Contact, Opportunity objects. This is only true if the ‘Require Validation for Converted Leads’ setting is checked.