A sales rep is converting a lead that belongs to an existing partner account. The rep wants to associate the opportunity with that partner account. What should the rep do?

Select the existing partner account in the 'Account' field during conversion.

Change the lead's company name to match the partner account before conversion.

Create a new account and then merge it with the partner account.

Use the 'Convert to Partner Account' button.

What information is available in the audit trail for a converted lead?

The user who converted the lead and the timestamp.

The lead's original owner and the account owner.

An admin needs to convert 10,000 leads in a single operation. What is the best approach?

Use a flow to convert leads one by one.

Use Data Loader with the 'Convert Leads' option.

Use the Bulk API with the LeadConvert object.

Use the Lightning conversion wizard for each lead.

What permission is required for a user to convert a lead?

The 'Convert Leads' permission.

The 'Edit' permission on leads.

The 'Create Opportunities' permission.

SalesforceCertified Agentforce Sales Consultant

Domain 3Objective 3

Given a Scenario, Identify an Appropriate Approach When Designing the Lead Conversion Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 3)

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

41questions here

9free pages

20concepts

25%of the exam

Questions 11–15

11application · medium
A sales rep is converting a lead that belongs to an existing partner account. The rep wants to associate the opportunity with that partner account. What should the rep do?
Select an answer first
12foundation · easy
What information is available in the audit trail for a converted lead?
Select an answer first
13foundation · easy
Which of the following related records on a lead is NOT automatically preserved during conversion?
Select an answer first
14expert · hard
An admin needs to convert 10,000 leads in a single operation. What is the best approach?
Select an answer first
15foundation · easy
What permission is required for a user to convert a lead?
Select an answer first

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