Salesforce ExercisesLead conversionYour progress
LESSON 25 / 60 · CUMULATIVE REVIEW

Lead conversion skill review

A correct conversion uses the appropriate existing company, creates or reuses the right person, and adds a deal only when the business scenario calls for one.

7 min
  1. 1Understand
  2. 2Guided practice
  3. 3On your own
THE IDEA

Lead conversion skill review

A correct conversion uses the appropriate existing company, creates or reuses the right person, and adds a deal only when the business scenario calls for one.

This review combines qualification, ownership, and conversion. The resulting records should agree with the source lead and the instructions.

Builds on Create a known deal during conversion

A WORKED EXAMPLE

A simple example

One inbound enquiry can require qualification, an owner handoff, and creation of a new opportunity at an existing company.

A common mistakeCheck for duplicate companies after conversion; a successful confirmation message alone is not enough.

Words you’ll use in this lesson
Conversion
The process that connects a qualified lead to account and contact records, optionally with an opportunity.
Owner
The teammate accountable for a record.
Duplicate
An additional record representing the same real item.