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Lesson 125 - Salesforce Leads Process and Status Options

NEW - Salesforce Certified Administrator 2021 (Updated June 29, 2021) • 5m 41s

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  • Lesson 126 - Lead Conversion Process

    In this lesson, we work through the Lead Conversion process, which results in the creation of a new Contact, Account and (optionally) Opportunity.

  • Lesson 127 - Lead Conversion Field Ma...

    In this lesson, we work through mapping custom fields on the Lead object over to custom fields on the Account, Contact and Opportunity objects. This allows for data entered on the Lead record to not be lost during the lead conversion process. Any mapped custom fields will have their data carrier ...

  • Lesson 128 - Lead Conversion Impact o...

    In this lesson, we convert a Campaign Member record that is a Lead. We then verify that they remain in the Campaign, but as a Contact, post-conversion.