Leads, Accounts, and Contacts

Question 1

When a Lead is converted in Salesforce, what records are created?

Accepted Answer

Account + Contact + (optional) Opportunity

Answer

Only a Contact

Answer

Account + Converted Lead + Task

Answer

Contact + Opportunity mandatorily

Question 2

An external consultant works with 3 different client companies. How is this modeled without duplicating the contact record?

Accepted Answer

Use the Contacts to Multiple Accounts feature

Answer

Create 3 contacts with slightly different names

Answer

Create a custom relationship object

Answer

Not possible in standard Salesforce

Question 3

A sales team receives 500 daily leads from events. What functionalities help prioritize these leads? (Select 2)

Accepted Answer

Answer

Lead Scoring with Einstein Lead Scoring

Answer

Automatic Lead Assignment Rules

Answer

Web-to-Lead with custom forms

Answer

Multi-touch Campaign Influence

Question 4

When converting a Lead, the user must select an existing Account but the 'Convert' button remains disabled. What could be the cause?

Accepted Answer

The selected Account is inactive or user doesn't have edit access to it

Answer

The user is not the Lead owner

Answer

The Lead doesn't have a Lead Status of type 'Converted'

Answer

Email field is missing on the Lead

Question 5

A B2B company has an account hierarchy: Corporate → Subsidiaries → Branches. How is this modeled in Salesforce?

Accepted Answer

Use the Parent Account field to create the hierarchy

Answer

Create different Record Types for each level

Answer

Use Contacts to Multiple Accounts

Answer

Create custom objects for Subsidiaries and Branches

Question 6

A Lead was converted 2 months ago but the team needs to see its original information. Where can they find this data?

Accepted Answer

In the Lead record in read-only mode, or in historical reports

Answer

The original Lead record still exists and can be edited

Answer

In the created Contact, 'Lead Source' section

Answer

Lead data is deleted after 30 days

Question 7

A company needs to automatically capture leads from their website. What are valid options? (Select 3)

Accepted Answer

Answer

Web-to-Lead forms generated by Salesforce

Answer

REST API with POST requests from the form

Answer

Email-to-Lead with specific address

Answer

Data Loader scheduled every hour

Question 8

What is the daily limit for leads captured via Web-to-Lead?

Accepted Answer

500 leads per day per org

Answer

5,000 leads per day per org

Answer

50,000 leads per day per org

Answer

No specific limit

Question 9

A Contact has the Account field populated but the user needs to change which Account it belongs to. What happens with associated Opportunities?

Accepted Answer

Opportunities remain with the original Account

Answer

Opportunities automatically move to the new Account

Answer

A validation error prevents the change

Answer

Opportunities are automatically deleted

Question 10

A company wants to automate lead assignment based on: California leads → Rep A, Texas leads → Rep B, all others → Queue. What should be configured?

Accepted Answer

Lead Assignment Rules with multiple ordered rule entries

Answer

Process Builder with multiple criteria

Answer

Workflow Rules with field updates

Answer

Flow Builder with nested decisions