Salesforce Sales Cloud Consultant Test

How can duplicates be prevented during the lead conversion process in Salesforce?

1. Salesforce will automatically identify existing contacts.

2. Use Duplicate Rules to prevent duplicate contacts.

3. Implement validation rules to ensure unique entries.

4. Utilize third-party apps to identify duplicates.

The correct answer is: Salesforce will automatically identify existing contacts.

During the lead conversion process in Salesforce, effective prevention of duplicates is crucial for maintaining data integrity and accuracy. The option stating that Salesforce will automatically identify existing contacts is indeed correct in the context of lead conversion. When a lead is converted, Salesforce checks for existing contacts, accounts, and opportunities based on matching criteria such as email addresses or names. This automatic identification helps to prevent the system from creating duplicate records, ensuring that leads are converted into existing contacts rather than creating new ones unnecessarily. Utilizing Duplicate Rules allows organizations to define specific criteria and actions to manage duplicates across different objects in Salesforce, including contacts, which further reinforces the importance of data hygiene. Implementing validation rules can also help maintain data quality, but it specifically focuses on ensuring adherence to certain conditions for new data entries rather than directly preventing duplicates during the conversion process. Finally, while third-party apps can enhance duplicate management with additional features, they are not inherent functions of Salesforce's core lead conversion process. Thus, the ability of Salesforce to automatically recognize existing contacts during lead conversion stands out as a primary mechanism for preventing duplications.