Lead Conversion #inSalesforce

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When you convert a lead, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead you are converting.


Note:

  • If the lead was also a campaign member, Salesforce associates the campaign member record with the new contact.
  • If existing accounts and contacts share the names specified on the leads, you can choose to update the existing accounts and contacts.
  • Salesforce adds information from the lead into empty fields; Salesforce doesn’t overwrite existing account and contact data.
  • After it’s converted, a lead record is no longer searchable, unless your admin assigned you the View and Edit Converted Leads permission. The new account, contact, or opportunity record created from the converted lead is searchable.
  • More about it in reference articles.



Reference:

https://trailhead.salesforce.com/content/learn/modules/leads_opportunities_lightning_experience/create-and-convert-leads-lightning

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

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