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Question 154 - Certified Administrator discussion

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The events manager at dream house realty has a hot lead from a successful open house that needs to become a contact with an associated opportunity.

How should this be accomplished from the campaign keeping the associated campaign member

history?

A.
Delete the lead and create a new contact and opportunity.
Answers
A.
Delete the lead and create a new contact and opportunity.
B.
Clone the lead and convert the cloned record to a contact.
Answers
B.
Clone the lead and convert the cloned record to a contact.
C.
Convert the lead from the campaign member detail page.
Answers
C.
Convert the lead from the campaign member detail page.
D.
Add a contact from a campaign member detail page.
Answers
D.
Add a contact from a campaign member detail page.
Suggested answer: C

Explanation:

To create a contact and an opportunity from a lead that is associated with a campaign, and keep the campaign member history, the administrator should convert the lead from the campaign member detail page. This will automatically create a contact, an account, and an opportunity that are linked to the campaign. Deleting, cloning, or adding a contact will not preserve the campaign member history.

Reference: https://help.salesforce.com/s/articleView?id=sf.campaigns_leads.htm&type=5

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asked 23/09/2024
Robert Thompson
45 questions
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