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What should be taken into consideration when converting a lead in Salesforce [Choose 2]

(a) Leads that are associated with an active approval process cannot be converted
(b) Salesforce automatically maps custom lead fields to standard account, contact, and opportunity fields
(c) Salesforce automatically maps standard lead fields to standard account, contact and opportunity fields
(d) All open and closed activities from a lead will be deleted upon conversion

User Ribeto
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Final answer:

When converting a lead in Salesforce, consider that leads in an active approval process cannot be converted and that standard lead fields are automatically mapped to standard fields in account, contact, and opportunity records during conversion. so, option a nad c are correct.

Step-by-step explanation:

When converting a lead in Salesforce, two important considerations you need to take into account are:

  1. Leads that are associated with an active approval process cannot be converted.
  2. Salesforce automatically maps standard lead fields to standard account, contact, and opportunity fields.

It's important to note that while Salesforce does map standard fields automatically, custom lead fields must be mapped to account, contact, or opportunity fields manually by setting up custom mapping in Salesforce's lead conversion settings. Additionally, all open and closed activities from a lead are not deleted upon conversion; they are instead related to the newly created account, contact, and opportunity records.

Leads that are associated with an active approval process cannot be converted: When converting a lead, it is essential to ensure that there are no active approval processes associated with the lead. If there is an active approval process, the lead cannot be converted until the process is completed or canceled.

All open and closed activities from a lead will be deleted upon conversion: Another consideration is that when a lead is converted, all the open and closed activities associated with the lead will be deleted. It is crucial to review these activities and ensure that any relevant information is transferred to the converted account, contact, or opportunity.

User Yaman
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