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 ·
The pack unlocks every unit in the guide, reading progress, one-click practice for each topic (10 questions for this one), and unlimited timed mock exams.
| Fact | Detail | Source |
|---|---|---|
| Converted lead | Stays in the org as read-only; still appears in lead reports | |
| Viewing converted leads | Needs the View and Edit Converted Leads permission | |
| Primary Campaign Source | Most recently associated campaign on the lead fills it | |
| Existing records | Mapped lead values fill only empty fields, never overwrite | |
| Amount with products | Sum of the products; direct updates are ignored | |
| Primary contact | Only one per opportunity, set on the contact role | |
| Path key fields | Up to five per step, plus up to 1,000 characters of guidance | |
| Paths per record type | One path per object, picklist and record type combination |