Salesforce ExercisesLead conversionYour progress
LESSON 23 / 60

Verify converted contact information

Conversion transfers useful contact information from the source lead into the resulting contact.

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

Verify converted contact information

Conversion transfers useful contact information from the source lead into the resulting contact. The relationship matters as much as the record’s existence.

Inspect the new contact to verify its email and account. A completed conversion should leave the team with a usable customer record.

Builds on Reuse an existing account

A WORKED EXAMPLE

A simple example

A source email of jamie@bluebird.example should remain available on the converted contact.

A common mistakeA record with the right person’s name but the wrong account is not a correct conversion result.

Words you’ll use in this lesson
Conversion
The process that connects a qualified lead to account and contact records, optionally with an opportunity.
Contact
A person associated with an account.
Field
One detail on a record, such as Email, Status, or Amount.