Sales and Marketing Applications10% of the exam
Sales process: lead conversion, opportunities and Path
How a lead becomes an account, contact and opportunity, what carries over and what doesn't, how sales and lead processes tie stage and status values to record types, and how Path coaches reps stage by stage.
Given a scenario, identify the capabilities and implications of the sales process (for example: leads, opportunities, path).
~7 min read · 10 practice questions ·
What the exam expects
- Explain what lead conversion creates and what happens to the lead, its activities and its campaign history.
- Make custom lead data survive conversion with target fields and a mapping.
- Give teams different Stage or Lead Status values with business processes on record types.
- Explain how products change Amount, and record buying roles with contact roles.
- Choose Path for per-stage key fields and coaching, with a path per record type.
Key facts
Converted lead
- Detail
- Stays in the org as read-only; still appears in lead reports
Viewing converted leads
- Detail
- Needs the View and Edit Converted Leads permission
Primary Campaign Source
- Detail
- Most recently associated campaign on the lead fills it
Existing records
- Detail
- Mapped lead values fill only empty fields, never overwrite
Amount with products
- Detail
- Sum of the products; direct updates are ignored
Primary contact
- Detail
- Only one per opportunity, set on the contact role
Path key fields
- Detail
- Up to five per step, plus up to 1,000 characters of guidance
Paths per record type
- Detail
- One path per object, picklist and record type combination
- What happens to the lead record itself after conversion?
- When does a custom lead field's value survive conversion?
- Which Setup feature filters Lead Status values for one lead record type?
- Why can't a rep type a new Amount on an opportunity that has products?
- When must you create another record type before adding a path?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 28 lessons of the Platform Administrator guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (10 questions for this lesson)
- An official source cited for every claim
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