What happens when you convert a Lead and an existing account and contact have the same name as the one specified on the lead?
Click on the arrows to vote for the correct answer
A. B. C. D. E.B.
When you convert a Lead in Salesforce and there is an existing account and contact with the same name as specified in the lead, the conversion process will attempt to match the lead with the existing account and contact based on the email address, if available, or the name and other contact details.
Here are the possible outcomes depending on the options selected during the conversion process:
A. A new account and contact will be created with different Salesforce I. If you choose this option during the conversion process, a new account and contact will be created with different Salesforce IDs, even if there is an existing account and contact with the same name as the lead. This option is useful when you want to keep the lead information separate from the existing account and contact information.
B. You can choose to update the existing account and contact. If you choose this option during the conversion process, the lead will be associated with the existing account and contact with the same name, based on the email address or other contact details. The lead information will be added to the existing account and contact records, and the lead record will be deleted. This option is useful when you want to consolidate the lead information with the existing account and contact information.
C. The records will automatically update. If the existing account and contact have the same name as the lead and their email addresses match, the lead will be associated with the existing account and contact automatically. The lead information will be added to the existing account and contact records, and the lead record will be deleted. This option is useful when you want to avoid duplicate records and keep the lead information consolidated with the existing account and contact information.
D. The conversion will fail. If the existing account and contact have the same name as the lead, but their email addresses do not match, and you do not select any of the options above during the conversion process, the conversion will fail. This is because Salesforce cannot determine which account and contact to associate with the lead based on the available information.
E. The account and contact will automatically be overwritten. This option is not available during the conversion process. Salesforce does not automatically overwrite existing account and contact records with lead information. If you want to update an existing account and contact with lead information, you must choose the option to update the existing account and contact during the conversion process.
In summary, when you convert a lead and an existing account and contact have the same name as the one specified on the lead, Salesforce will attempt to match the lead with the existing account and contact based on the email address or other contact details. You can choose to create a new account and contact, update the existing account and contact, or have the records automatically update. If the email addresses do not match and you do not select any of the options, the conversion will fail. Salesforce does not automatically overwrite existing account and contact records with lead information.