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Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect.
When a lead is converted:
- A contact, account & opportunity are created and populated with the lead’s data (unless otherwise specified during conversion).
- The lead field “Converted” is changed from false to true.
References:https://trailhead.salesforce.com/content/learn/modules/leads_opportunities_lightning_experience/create-and-convert-leads-lightninghttps://shreysharma.com/lead-conversion/
Please mark as Best Answer if above information was helpful.
Thanks,
All Answers
Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect.
When a lead is converted:
- A contact, account & opportunity are created and populated with the lead’s data (unless otherwise specified during conversion).
- The lead field “Converted” is changed from false to true.
References:https://trailhead.salesforce.com/content/learn/modules/leads_opportunities_lightning_experience/create-and-convert-leads-lightninghttps://shreysharma.com/lead-conversion/
Please mark as Best Answer if above information was helpful.
Thanks,
Lead conversion is a process of converting your potential clients into current customers, in other words into accounts, contacts or opportunities.