How a lead becomes an account, contact and opportunity, what carries over and what doesn't, how sales and lead processes tie stage and status values to record types, and how Path coaches reps stage by stage.
Given a scenario, identify the capabilities and implications of the sales process (for example: leads, opportunities, path).
~8 min read · 10 practice questions ·
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| Fact | Detail | Source |
|---|---|---|
| Conversion output | Account and contact (new or existing), opportunity optional | |
| Converted lead | Stays in the org as read-only; still appears in lead reports | |
| Viewing converted leads | Needs the View and Edit Converted Leads permission | |
| Activities on conversion | Attached to the new account, contact and opportunity | |
| Campaign history | Moves to the contact, not to the account or opportunity | |
| Primary Campaign Source | Most recently associated campaign on the lead fills it | |
| Existing records | Mapped lead values fill only empty fields, never overwrite | |
| Custom lead fields | Carry over only when mapped with Map Lead Fields | |
| Sales process | Subset of Stage values, assigned to an opportunity record type | |
| Lead process | Subset of Lead Status values, assigned to a lead record type | |
| Amount with products | Sum of the products; direct updates are ignored | |
| Primary contact | Only one per opportunity, set on the contact role | |
| Path key fields | Up to five per step, plus up to 1,000 characters of guidance | |
| Paths per record type | One path per object, picklist and record type combination |