A Salesforce admin is designing a lead conversion process. They need to ensure that when a lead is converted, a custom field on the resulting opportunity is populated based on the lead's industry, and that a follow-up task is created for the opportunity owner. The admin plans to use automation. Which approach should they take?

Create a Flow on the Lead object that runs on record update

Create an Apex trigger on the Lead object that runs after update

Create a Process Builder process on the Opportunity object that fires when an opportunity is created

Create a workflow rule on the Lead object that triggers on lead conversion

What is a consideration when performing bulk lead conversion via API?

Bulk conversion is not supported via API.

The API can convert up to 100 leads per call.

Each lead must be converted individually in a loop.

Bulk conversion requires the Bulk API specifically.

A sales rep is converting a lead in Lightning Experience. What is the first step in the conversion wizard?

Selecting the opportunity record type.

Entering the opportunity amount.

Selecting the account to convert to.

A lead has a required field on the account object that is not mapped from the lead. When the rep tries to convert, what happens?

The conversion succeeds and the field is left blank.

The conversion succeeds but the field is marked as 'To Do'.

The conversion fails with an error message about the missing required field.

The conversion succeeds and the field is automatically populated with a default value.

What is the default behavior for custom objects related to a lead when the lead is converted?

They are automatically deleted.

They remain on the lead and are not accessible after conversion.

They are converted into standard objects.

They are re-associated with the new account.

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Domain 3Objective 3

Given a Scenario, Identify an Appropriate Approach When Designing the Lead Conversion Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Part of the SALES CLOUD SOLUTION DESIGN domain, which accounts for 25% of the AGENTFORCE-SALES-CONSULTANT exam.

41questions here

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Questions 1–5

1foundation · medium
A Salesforce admin is designing a lead conversion process. They need to ensure that when a lead is converted, a custom field on the resulting opportunity is populated based on the lead's industry, and that a follow-up task is created for the opportunity owner. The admin plans to use automation. Which approach should they take?
Select an answer first
2foundation · easy
What is a consideration when performing bulk lead conversion via API?
Select an answer first
3application · medium
A sales rep is converting a lead in Lightning Experience. What is the first step in the conversion wizard?
Select an answer first
4application · medium
A lead has a required field on the account object that is not mapped from the lead. When the rep tries to convert, what happens?
Select an answer first
5foundation · easy
What is the default behavior for custom objects related to a lead when the lead is converted?
Select an answer first

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