How to Convert Leads into Business or Person Accounts | Salesforce Sales Cloud Consultant Exam
Question
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
How can the Consultant ensure that Leads are converted into either a business Account or a person Account where appropriate?
Answers
Explanations
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A. B. C. D.D
To ensure that Leads are converted into either a business Account or a person Account where appropriate, the Consultant should follow these guidelines:
A. Ensure the Person Account checkbox on the Lead is checked prior to conversion. This option is incorrect because the Person Account checkbox on the Lead does not determine the conversion behavior. The checkbox indicates whether the Lead represents an individual person or a business.
B. Ensure that there are separate record types for business Account Leads and person Account Leads. This option is the recommended approach. By having separate record types for business Account Leads and person Account Leads, the Consultant can ensure that Leads are converted into the appropriate Account type. Record types allow you to define different sets of picklist values, page layouts, and business processes for different types of records. By associating the appropriate record type with a Lead, the Consultant can ensure that it converts into the desired Account type based on the record type selection.
C. Ensure the Company field is populated with "Person" to ensure it is converted into a person Account. This option is incorrect because populating the Company field with "Person" does not automatically convert the Lead into a person Account. The Company field typically holds the name of the company associated with a Lead or an Account.
D. Ensure the Company field is left blank to ensure it is converted into a person Account. This option is incorrect because leaving the Company field blank does not automatically convert the Lead into a person Account. Leaving the field blank simply means that there is no associated company name.
In summary, the correct approach is to ensure that there are separate record types for business Account Leads and person Account Leads. By selecting the appropriate record type for a Lead, the Consultant can control the conversion behavior and ensure that it converts into the desired Account type.
