DemandTools V Certification – Convert

What are the three available Lead Sources to specify Lead records to use?

When a Lead matches multiple Contact or Account records, what options are available to specify which matching record the Lead is converted into? (Select all that apply)

Users can create custom Winner Rules to use in the Convert module.

When using the Select from file tab, which field is required to be in the input file?

Which of these are options that can be selected when Leads are being converted? (Select all that apply)

In step 1, unselecting Contacts and Accounts in the Compare To section could result in duplicates being created when converting Leads.

What must be done for matching Contact and Account fields that are not used in a Match Step to be visible in the Convert preview screen?

When creating a new Contact during Lead conversion, what ownership options are available? (Select all that apply)

Jill has created and saved a scenario that creates an Opportunity upon conversion. How can she make sure that the close date of the opportunity always equals the day of the conversion?

When creating opportunities in the Final Match step in Step 3, these Opportunities can be assigned to the following. (Select all that apply)

What is the default Batch Size setting for Lead conversion?

How does the Convert module know which fields on the Contact or Account to populate with field values from the Lead being converted?

In the Step Settings area of a match step, what is the function of the Active Owner check box?

When selecting the Create a New Contact/Account radio button in the If No Match tab, every Lead in this step will have a new Account and Contact created from its conversion.

It is possible to unconvert Lead records.

When converting a Lead owned by an inactive owner, new Account/Contact records will be owned by the inactive owner.

Renaming match steps is a best practice that allows for easier results verification while viewing the preview screen.

The Convert module allows for implementing a multi-pass strategy in a single scenario.

The Convert module requires users to compare leads to both Contacts and Accounts.

In the If No Match tab, the “limit new Account duplicates by field” option is only available when the Leave as a Lead action is selected.

When Marketing Campaign is selected as a Lead Source, only active Campaigns will be available to select.

What is the one field that can be set to overwrite the populated value on the Contact with the value from the Lead during conversion?

When comparing Leads to Contacts and Accounts, what is the minimum number of match steps required for the comparison?

When comparing Leads to Contacts and Accounts, the Contact match steps must come before the Account match steps.

When Leads are converted into an existing, matching Contact, will Lead field values be placed on the Contact record?

When converting Leads, Opportunities are created by default.

When scheduling a Convert scenario, the following options are available for selection. (Select all that apply)

Joe has selected Marketing Campaign as a source in Step 1 of Convert. He needs to condition based on the Campaign Member Status associated with his Campaign. Can this be accomplished?

What is the purpose of the Limit New Account Duplicates by field option?

Lead Status can be updated when leads are converted using the Convert module.

Salesforce Lead field mappings can be overruled using the Convert module in DemandTools.

Why would the Account tab not be visible when specifying Record Selection Criteria?

Jill is creating an Account Match Step and would like to match the Lead Email field to the Account Website field. What Comparison Type would help accomplish this?

Users have the option to populate any Account field of their choice on the Lead records without having to convert the Lead.

Select the true statement(s) about the If No Match tab when comparing Leads against both Contacts and Accounts. (Select all that apply)

What is the maximum Batch Size for Lead Conversion when using the default API?

What is the minimum Batch Size for Lead Conversion when using the default API?

Users have the option to enable Bulk API within the Convert module.

Users can only choose Fields to Show on Preview from the Lead object.

How many Match Steps can be created for each object being compared to?

It is required to compare Leads against at least Contacts or Accounts to convert them.

How can Field Rules be applied when converting Leads?

How can Match Steps be copied?

Which Comparison Types are available when creating Match Steps in Convert? (Select all that apply)

Match Steps can be reordered after they are created.

Which of the following is not true when creating Tasks during conversion. (Select all that apply)

Which Match Criteria columns in the preview screen allow users to filter results? (Select all that apply)

Rather than Convert Leads, users can associate matched Accounts by adding the Account ID to a designated field of their choice.

Convert scenarios can not be scheduled in DemandTools V.

Where can Winner Rules be created and modified when using the Convert module? (Select all that apply)