Given a Scenario, Identify an Appropriate Approach When Designing the Lead Conversion Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 5)

Questions 21–25

1. 21expert · hard

   A lead has related custom object records and open activities. The admin wants to preserve both during conversion. What is the best approach?

   • AUse a flow to recreate both activities and custom object records.
   • BEnable 'Convert custom objects' and 'Convert open activities'.
   • CEnable 'Convert open activities' and use a flow to re-parent custom object records.
   • DManually copy the data after conversion.
   Reveal Solution Discussion Select an answer first
2. 22foundation · easy

   How can validation rules affect lead conversion?

   • AThey can prevent the conversion if the new records violate the rules.
   • BThey are ignored during conversion.
   • CThey are automatically disabled for converted records.
   • DThey only apply to the lead record.
   Reveal Solution Discussion Select an answer first
4. 23foundation · easy

   When a lead is converted, which field mapping is standard in Salesforce?

   • ALead Phone maps to Account Phone
   • BLead Company maps to Account Name
   • CLead Email maps to Account Name
   • DLead Name maps to Account Name
   Reveal Solution Discussion Select an answer first
5. 24application · medium

   A lead is assigned to a queue. When the lead is converted, who becomes the owner of the opportunity?

   • AThe queue that owned the lead.
   • BThe user specified in the assignment rule.
   • CThe user who performs the conversion.
   • DThe lead's original owner if it was a user.
   Reveal Solution Discussion Select an answer first
6. 25foundation · easy

   What is the role of matching rules in duplicate management during lead conversion?

   • AThey determine the order in which leads are converted.
   • BThey automatically delete duplicate leads.
   • CThey control which users can convert leads.
   • DThey define the criteria used to identify duplicate records.
   Reveal Solution Discussion Select an answer first