Objects Created When Converting Qualified Leads | Salesforce Administrator Exam

Objects Created When Converting Qualified Leads

Question

Which objects are created when a sales user converts a qualified lead? (Choose 3 Options)

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: A, B, and C

When you convert leads, Salesforce creates accounts, contacts, and, opportunities using information from the leads you're converting.

Salesforce moves any campaign members to the new contacts, and the leads become read-only records.

If existing accounts and contacts share the names specified on the leads, you can choose to update the existing accounts and contacts.

Salesforce adds information from the lead into empty fields; Salesforce does not overwrite existing account and contact data.

When you convert qualified leads, Salesforce moves any campaign members to the new contacts.

The leads become read-only records unless your administrator gives you permission to edit them.

If existing accounts and contacts share the names specified on the leads, you can choose to update the existing accounts and contacts.

Salesforce adds information from the lead into empty fields; Salesforce does not overwrite existing account and contact data.

Option D is incorrect because all open and closed activities from the leads are attached to the accounts, contacts, and opportunities, except for activities initiated from a High-Velocity Sales cadence.

You can assign the owners of these new records, and schedule follow-up tasks.So, Salesforce allows you to create a task related to the activity with due date information and other information based on your custom and standard fields.

Reference:

When a sales user converts a qualified lead in Salesforce, the system creates three objects: Account, Contact, and Opportunity. The Activity object is not created as part of the lead conversion process.

Here's a detailed explanation of what happens when a lead is converted:

  1. Account: When a lead is converted, Salesforce creates an Account record that represents the company or organization associated with the lead. The information from the lead record is transferred to the Account record, including the company name, address, phone number, and website. If the lead was associated with an existing Account, Salesforce updates the existing record with any new information.

  2. Contact: Salesforce also creates a Contact record for the person associated with the lead. The Contact record includes the individual's name, phone number, email address, and any other contact information captured in the lead record.

  3. Opportunity: Finally, Salesforce creates an Opportunity record that represents a potential sale. The Opportunity record is associated with both the Account and Contact records created during the lead conversion process. The Opportunity record includes details about the potential sale, such as the amount of the deal, the expected close date, and any other relevant information.

  4. Activity: Although the Activity object is not created as part of the lead conversion process, any open activities associated with the lead will be transferred to the new Contact and/or Opportunity records. This includes tasks, events, and other activities that were created to follow up on the lead.

Overall, the lead conversion process in Salesforce is a powerful tool for streamlining the sales process and ensuring that all relevant information is captured in the system. By creating Account, Contact, and Opportunity records automatically, Salesforce helps sales teams focus on closing deals and building relationships with customers, rather than spending time on data entry and administrative tasks.