When a Lead is converted, an Account, Contact and Opportunity record are created.

Account, Contact, and Opportunity Creation When Converting a Lead.

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Question

When a Lead is converted, an Account, Contact and _______ record are created.

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A. B. C. D.

D.

When a Lead is converted in Salesforce, an Account, Contact, and Opportunity record are created.

Here's what happens during the Lead conversion process:

  1. The Lead is converted into an Account and Contact record.
  2. An Opportunity record is created, which is associated with the newly created Account and Contact records.
  3. The data from the Lead record is transferred to the newly created records.

Let's take a closer look at each record type:

  • Account: This represents the company or organization associated with the Lead. The Account record will contain information such as the company name, address, phone number, and any other relevant details.
  • Contact: This represents the person associated with the Lead. The Contact record will contain information such as the person's name, email address, phone number, and any other relevant details.
  • Opportunity: This represents a potential sale. The Opportunity record will contain information such as the potential deal size, the expected close date, and any other relevant details.

It's worth noting that if the Lead is associated with an existing Account or Contact record, Salesforce will simply update the existing record rather than creating a new one. Additionally, the Opportunity record is optional and can be skipped during the Lead conversion process if there is no potential sale associated with the Lead.

In summary, when a Lead is converted in Salesforce, an Account and Contact record are always created, and an Opportunity record may be created depending on whether there is a potential sale associated with the Lead.