Salesforce ExercisesLead conversionYour progress
LESSON 22 / 60

Reuse an existing account

A qualified lead may work at a company already represented by an account.

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

Reuse an existing account

A qualified lead may work at a company already represented by an account. Conversion should reuse that account instead of creating a duplicate company.

The practice conversion matches an existing account by its name. Verify the spelling and inspect the resulting records after conversion.

Builds on Convert a qualified lead

A WORKED EXAMPLE

A simple example

A second person at an existing customer becomes another contact under the same account.

A common mistakeA new person does not necessarily mean a new company.

Words you’ll use in this lesson
Conversion
The process that connects a qualified lead to account and contact records, optionally with an opportunity.
Duplicate
An additional record representing the same real item.
Account
A company or organization the team works with.