What happens when a lead is converted in Salesforce?

The lead is emailed to the sales team for approval

The lead is deleted and a new account is created

The lead becomes an account, contact, and opportunity

The lead is merged with an existing opportunity

What is the primary purpose of the standard sales process in Salesforce?

To manage customer service cases and support tickets

To define the stages a record moves through as a sale progresses

To automate marketing campaigns and track email responses

To store product inventory and pricing information

An administrator is configuring the sales process for a company that has two distinct sales teams: one for new business and one for renewals. Each team has different stages and probability values. What should the administrator do to support both teams effectively?

Create one sales process with all stages from both teams.

Use one sales process but customize the page layout per team.

Create two separate sales processes and assign them to different record types.

Create two separate opportunity objects, one for each team.

What is the purpose of the 'Probability' field on an opportunity?

To track the number of sales calls made

To show the discount applied to the deal

To record the customer's satisfaction level

To indicate the likelihood of winning the deal

A sales rep at a B2B company receives a lead from a trade show. The lead is a known company with an existing account record, but the contact is new. The rep wants to convert the lead and ensure the new contact is linked to the existing account, while also creating an opportunity. What should the rep do during lead conversion?

Select the existing account and create a new contact record during conversion.

Convert the lead and select the existing contact record to link to the opportunity.

Manually create the contact under the existing account, then delete the lead record.

Convert the lead without selecting an account; Salesforce will automatically use the lead's company name to create a new account.

SalesforceCertified Administrator

Domain 5Objective 1

Given a Scenario, Identify the Capabilities and Implications of the Sales Process. PLATFORM-ADMINISTRATOR Practice Questions (Page 6)

Part of the SALES AND MARKETING APPLICATIONS domain, which accounts for 14% of the PLATFORM-ADMINISTRATOR exam.

32questions here

7free pages

8concepts

14%of the exam

Questions 26–30

26foundation · easy
What happens when a lead is converted in Salesforce?
Select an answer first
27foundation · easy
What is the primary purpose of the standard sales process in Salesforce?
Select an answer first
28application · medium
An administrator is configuring the sales process for a company that has two distinct sales teams: one for new business and one for renewals. Each team has different stages and probability values. What should the administrator do to support both teams effectively?
Select an answer first
29foundation · easy
What is the purpose of the 'Probability' field on an opportunity?
Select an answer first
30application · medium
A sales rep at a B2B company receives a lead from a trade show. The lead is a known company with an existing account record, but the contact is new. The rep wants to convert the lead and ensure the new contact is linked to the existing account, while also creating an opportunity. What should the rep do during lead conversion?
Select an answer first

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