Given a Scenario, Identify an Appropriate Approach When Designing the Lead Conversion Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6foundation · easy

   When converting a lead to multiple opportunities, what is the primary consideration?

   • AThe lead must be converted separately for each opportunity.
   • BEach opportunity must be linked to a different account.
   • CEach opportunity must have a unique owner.
   • DThe user must manually enter details for each additional opportunity.
   Reveal Solution Discussion Select an answer first
2. 7application · medium

   An organization uses person accounts. When a lead is converted, what happens to the lead's fields?

   • ALead fields are only mapped to the contact record.
   • BLead fields are not mapped; the admin must manually copy them.
   • CLead fields are mapped to both the person account and the associated contact record.
   • DLead fields are only mapped to the account record.
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   What is the purpose of duplicate rules in the context of lead conversion?

   • ATo ensure every lead is converted only once
   • BTo automatically merge duplicate leads before conversion
   • CTo identify and handle potential duplicate accounts or contacts during conversion
   • DTo prevent leads from being converted if they have the same name as an existing lead
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5. 9foundation · easy

   How can an administrator customize which lead fields are copied to the account, contact, and opportunity during conversion?

   • ABy editing the Lead Conversion Field Mapping in Setup
   • BBy modifying the Lead object's page layout
   • CBy creating a workflow rule on the Lead object
   • DBy using the Schema Builder to link fields
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6. 10expert · hard

   A company has an approval process on opportunities. When a lead is converted, the resulting opportunity is submitted for approval. However, the approval process is failing because a required field is missing. What is the best approach to resolve this?

   • ACreate a flow to populate the field after conversion.
   • BRemove the required field from the approval process.
   • CDeactivate the approval process during conversion.
   • DAdd the required field to the lead field mapping so it is populated during conversion.
   Reveal Solution Discussion Select an answer first