Converting a Lead into a Person Account

B

To convert a lead into a Person Account in a Salesforce org where Person Accounts have been enabled, the correct action to take is:

D. Create an Individual Lead Record Type.

Here's a detailed explanation:

In Salesforce, leads are typically associated with business customers and have a "Company" field to capture the name of the company or organization. However, when Person Accounts are enabled in an org, leads can also be created for individual customers.

To convert a lead into a Person Account, you need to create an Individual Lead Record Type. A record type in Salesforce is a way to categorize and customize records based on specific criteria. In this case, the Individual Lead Record Type will be specifically designed for leads that should be converted into Person Accounts.

Here's how you can create an Individual Lead Record Type:

1. Navigate to the Salesforce Setup by clicking on the gear icon in the top-right corner and selecting "Setup."
2. In the left-hand sidebar, under the "Platform Tools" section, click on "Object Manager."
3. In the Object Manager, locate and click on "Lead" to open the Lead object's settings.
4. In the Lead object's settings, click on "Record Types."
5. Click on the "New Record Type" button.
6. Provide a name for the new record type, such as "Individual Lead."
7. Optionally, you can provide a description and specify a category for the record type.
8. Ensure that the "Active" checkbox is selected.
9. Click "Next" to proceed.
10. On the page layout selection screen, choose the page layout(s) you want to assign to the Individual Lead Record Type.
11. Click "Save" to create the new record type.

Once you have created the Individual Lead Record Type, you can use it when converting leads into Person Accounts. When converting a lead, you will have the option to select the appropriate record type for the conversion, and by selecting the "Individual Lead" record type, the lead will be converted into a Person Account.

To summarize, enabling Person Accounts alone is not sufficient to convert a lead into a Person Account. You need to create an Individual Lead Record Type specifically designed for leads that should be converted into Person Accounts.