Given a Scenario, Identify an Appropriate Approach When Designing the Lead Conversion Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 4)

Questions 16–20

1. 16application · medium

   A lead has a custom object 'Quote_Request__c' related to it. During conversion, the admin wants the custom object records to be re-associated with the converted account instead of being deleted. What should the admin do?

   • AConfigure the custom object's lookup field to the account and use a flow to update the records after conversion.
   • BMap the custom object fields to account fields in the field mapping.
   • CEnable 'Convert Custom Objects' in Lead Conversion Settings.
   • DUse the 'Reassign Custom Objects' button on the lead.
   Reveal Solution Discussion Select an answer first
2. 17application · medium

   A marketing team wants to track campaign attribution for a lead that is converted to an opportunity. What must be true for the campaign to be associated with the opportunity?

   • AThe campaign must have a 'Converted' member status.
   • BThe lead must be converted from the campaign member list view.
   • CThe campaign must be marked as 'Active'.
   • DThe lead must have a campaign history record with a 'Responded' status.
   Reveal Solution Discussion Select an answer first
4. 18foundation · easy

   Why is it important that campaign membership is transferred during lead conversion?

   • ATo prevent the campaign from being archived.
   • BTo maintain accurate campaign attribution and ROI reporting.
   • CTo ensure the lead is deleted from the campaign.
   • DTo allow the campaign to be edited after conversion.
   Reveal Solution Discussion Select an answer first
5. 19application · medium

   A sales rep is converting a lead that appears to be a duplicate of an existing account. The admin has enabled duplicate rules for accounts, but the rep is not seeing any warning during conversion. What is the most likely reason?

   • AThe rep's profile does not have permission to view duplicate warnings.
   • BThe duplicate rule is inactive or the matching rule is not configured for the account object.
   • CThe lead conversion settings are set to 'Do not check for duplicates'.
   • DDuplicate rules only run on leads, not on accounts during conversion.
   Reveal Solution Discussion Select an answer first
6. 20foundation · easy

   When converting a lead to an existing account, what must the user do?

   • ADelete the lead and create the account manually.
   • BChange the account owner to the lead owner.
   • CMerge the lead with the account.
   • DSelect the existing account in the conversion wizard.
   Reveal Solution Discussion Select an answer first