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What occurs when a Lead is converted in Salesforce?

An automatically generated report is sent

An Account and Contact are created, along with an Opportunity

When a Lead is converted in Salesforce, an Account and Contact are created, along with an Opportunity. This process allows organizations to effectively transition potential customers (Leads) into actual customers or prospects for sales follow-up. Upon conversion, Salesforce takes the information from the Lead record and uses it to create the associated Account and Contact records. If the user chooses, they can also create an Opportunity during this conversion process, which represents a potential sale. This functionality helps streamline the sales process by ensuring that relevant data is maintained and easily accessible in the newly created records. The conversion process enhances the organization’s workflow by systematically tracking the progression from lead generation to a more formal sales approach. The other options suggest actions that do not accurately reflect the functionalities of Lead conversion in Salesforce. For instance, automatically sending reports, deleting leads, or unilaterally assigning opportunities do not occur as part of this essential process.

The Lead is permanently deleted from the system

The opportunity is assigned to the original Lead source

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