Free Salesforce Administrator Certification Exam Question: Sales and Marketing Applications

This question is focused on the Salesforce Administrator Certification Exam. It tests your knowledge of the “Sales and Marketing Application” section, specifically the “Describe the capabilities of lead automation tools and campaign management” objective.

Question:

Fiona works for Super Sales Corp. as a BDR. She has been working a Lead for the last few weeks and has had numerous calls and emails with them which have been automatically logged to Salesforce. The time has now come for Fiona to convert the Lead, which of the below statements is false regarding Lead Conversion.

Field Values can only be mapped on to the Account and Contact Record

Incorrect

Lead Fields can be mapped to the Account, Contact and Opportunity for conversion.

An Account, Contact, and Opportunity is always created during Lead Conversion

Incorrect

An Opportunity isn't required for Conversion. The User can specify not to create an Opportunity.

The Record Owner of the new Records is always the Lead Converter

Correct

Users can set who will be the Owner of the newly created Account, Contact and Opportunity.

Fiona can set the Converted Status of the Lead

Incorrect

Users can set the Converted status for the Lead.

Answer:

The Record Owner of the new Records is always the Lead Converter.

This is false as Users can specify who will be the Record Owner for the Account, Contact and Opportunity if a Opportunity is to be created.

Field Values from the Lead can be mapped onto the Account, Contact, and Opportunity Record. It is worth noting that Custom Lead Fields can only be mapped into Custom Fields on the Account, Contact and Opportunity, not Standard Fields.

When converting a Lead Users can specify not to create a Opportunity and they can also set the Converted Lead Status if there are multiple ones that are being used.

Please view the images below so you can see the configuration and the result.