Salesforce Sales Cloud Consultant Test

When a lead is converted, what entities does it become by default?

1. Account, Contact, and Opportunity

2. Account and Contact only

3. Contact and Lead

4. Opportunity only

The correct answer is: Account, Contact, and Opportunity

When a lead is converted in Salesforce, it typically transforms into three specific entities: an Account, a Contact, and an Opportunity. This conversion process is designed to seamlessly transition a lead into a more structured sales context, where the lead information is essential for building relationships and tracking sales. The Account is created to represent the organization or individual associated with the lead, while the Contact is created to denote the individual person that is tied to that organization. The Opportunity is generated to capture the sales potential or deal related to that lead, allowing for better tracking of sales progress and forecasts. This comprehensive conversion shows the integrated nature of Salesforce's CRM capabilities, facilitating sales processes by linking these entities together for effective sales management. The correct understanding of this conversion process is crucial for utilizing Salesforce effectively in managing leads and nurturing sales opportunities.