Discuss Salesforce ADX-201 Exam Topic 10 Question 68

A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation.

When using the Lead Conversion process, which two records can be Created?

Choose 2 answers

AAccount

BCampaign

CCase

DContact

Suggested Answer: B, D

Two considerations when installing a managed package in a sandbox are:

The installation link has to be modified to test.salesforce.com, because the default installation link points to login.salesforce.com which is for production orgs. To install a package in a sandbox org, the administrator has to replace login with test in the installation URL before clicking it.

The package will be removed any time the sandbox is refreshed, because refreshing a sandbox replaces its current data and metadata with those from its source org. If the source org does not have the package installed, then the sandbox will lose it after refresh. Any metadata changes to the package do not have to be recreated in production, because they are preserved during upgrades unless overwritten by the package developer. Install for Admins Only is not the only install option available; there are also Install for All Users and Install for Specific Profiles options. Reference: https://help.salesforce.com/s/articleView?id=sf.distribution_installing_packages.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.data_sandbox_implementation_tips.htm&type=5

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40 comments · newest first

Bulah 11 months ago

I thought Cases were part of the conversion too?

Natalie 11 months ago

Nope, just Account and Contact!

Kattie 12 months ago

Wait, can you really create a Campaign from a lead?

Julio 12 months ago

Totally agree, that's the standard process!

Annmarie 1 year ago

You can create an Account and a Contact.

Miss 1 year ago

Yeah, I think it’s just Account and Contact that get created. I remember that from the study materials, but I hope I’m not mixing it up with something else!

Cathern 1 year ago

I’m a bit confused. I thought Cases could be created too, but I guess that’s not during the lead conversion process?

Merissa 1 year ago

I remember practicing a similar question where it was about what records get created. I feel like Campaigns might not be part of it.

Erasmo 1 year ago

I think when converting a lead, we definitely create an Account and a Contact, right? But I'm not entirely sure about the specifics.

Cory 1 year ago

I'm a bit confused here. I know the Lead Conversion process involves creating new records, but I can't recall if Campaign is one of the options. I'll have to review my notes to be sure.

Catrice 1 year ago

Okay, let's see. The question says the lead is "qualified", so that means an Account and a Contact should be created. I'm pretty confident those are the two correct answers.

Doyle 1 year ago

Hmm, I'm not sure about this one. I know the Lead Conversion process is important, but I can't remember all the details. I'll have to think this through carefully.

Robt 1 year ago

This seems straightforward. I think the two records that can be created are Account and Contact.

Cherrie 1 year ago

I'm leaning towards option B - performing a needs assessment for each customer. That way we can tailor the solutions to their specific requirements.

Una 1 year ago

I vaguely recall a practice question on this, and "Competitive positioning" seems to fit the definition from what I studied, but I could be mixing it up with something else.

Carmen 1 year ago

A and D, no doubt. Although, I'd probably create a new Contact with the username 'Ursula' just for the fun of it. You know, since it's Ursa Major and all.

Remona 1 year ago

↳ replying to Carmen

I agree, creating a new Contact with the name 'Ursula' would be a fun touch for Ursa Major.

Ty 1 year ago

↳ replying to Carmen

D) Contact

Ruby 1 year ago

↳ replying to Carmen

A) Account

Martina 1 year ago

↳ replying to Carmen

Haha, 'Ursula' would be a perfect addition to the team at Ursa Major!

Carlton 1 year ago

↳ replying to Carmen

D) Contact

Britt 1 year ago

↳ replying to Carmen

A) Account

Keith 1 year ago

↳ replying to Carmen

That sounds like a good plan! 'Ursula' would definitely fit in well at Ursa Major.

Juan 1 year ago

↳ replying to Carmen

D) Contact

Lottie 1 year ago

↳ replying to Carmen

A) Account

Harris 1 year ago

I think the answer is A and D. Although, if this lead is really qualified, they might as well create a new Contact and just move straight to the negotiations. No need to waste time on paperwork, am I right?

Dong 1 year ago

This is a tricky one. I'm gonna go with A and C. A Case could be handy for tracking any issues that come up during the sales process.

Ben 1 year ago

↳ replying to Dong

I would also choose A and C. It's crucial to have all the necessary records in place for a successful lead conversion.

Paulene 1 year ago

↳ replying to Dong

I agree, having an Account to track the customer and a Case to track any issues is essential for the sales process.

Linsey 1 year ago

↳ replying to Dong

I think A and C are the right choices too. It's important to have both an Account and a Case for a qualified lead.

Francesco 2 years ago

Hmm, I'm not so sure about B. Wouldn't a Campaign be more for marketing purposes? I'd go with A and D.

Gertude 1 year ago

↳ replying to Francesco

I would also choose A and D. Campaign does seem more related to marketing activities.

Monte 1 year ago

↳ replying to Francesco

Yeah, I think you're right. A and D make more sense for the Lead Conversion process.

Rene 1 year ago

↳ replying to Francesco

I agree, Campaign does seem more for marketing. A and D it is.

Miesha 2 years ago

I'm not sure about Campaign or Case. I think Account and Contact are the right choices.

Curt 2 years ago

A and D, duh. The new Sales Rep needs to create an Account and a Contact to get the ball rolling. Easy peasy!

Kate 1 year ago

↳ replying to Curt

That's right! Creating an Account and a Contact is the way to go when converting a lead. Good job!

Talia 2 years ago

↳ replying to Curt

A and D, duh. The new Sales Rep needs to create an Account and a Contact to get the ball rolling. Easy peasy!

Afton 2 years ago

I agree with Tamesha. Creating an Account and Contact makes sense for a qualified lead.

Tamesha 2 years ago

I think the two records that can be created are Account and Contact.

Salesforce ADX-201 Exam - Topic 10 Question 68 Discussion