Opportunity Defaults When Converting a Lead to an Opportunity

Opportunity Defaults

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Question

What are the opportunity defaults when converting a lead to an opportunity?

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Explanations

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A. B. C. D.

A.

When converting a Lead to an Opportunity in Salesforce, there are default values that are automatically populated in certain fields on the Opportunity record. The Opportunity is created when the Lead is converted, and Salesforce offers the option to create a new account or associate the Opportunity with an existing account.

In Lightning Experience, the Opportunity conversion process includes the following default values:

A. Stage Defaults to first option in the picklist, close date defaults to the last day in the quarter, and the amount defaults to blank.

This means that when a Lead is converted to an Opportunity, the Opportunity's Stage field will default to the first value in the Stage picklist. The Close Date field will default to the last day of the quarter. And the Amount field will be left blank.

B. Stage defaults to first option in the picklist, close date defaults to 3 months from conversion date, and amount defaults to blank.

This means that when a Lead is converted to an Opportunity, the Opportunity's Stage field will default to the first value in the Stage picklist. The Close Date field will default to 3 months from the conversion date. And the Amount field will be left blank.

C. User defines amount, close date, and stage upon conversion.

This means that when a Lead is converted to an Opportunity, the user will have the opportunity to specify the values for the Amount, Close Date, and Stage fields.

Therefore, the correct answer to the question is B, as Stage defaults to first option in the picklist, close date defaults to 3 months from conversion date, and amount defaults to blank.