Lead Conversion

Question 1 of 50

1. Question

Select the true statement(s) about the Final Match Step.

(Select all that apply)

Determines how to handle Leads that do not match any existing Contacts or Accounts
It is required
A final match step is available after each object’s match steps
Can be deleted

Question 2 of 50

2. Question

What are the three ways to specify Lead records to use?

Select Leads to compare tab
Select by Campaign tab
Select from file tab
Select Leads by Owner tab
Select Leads in Queues tab

Question 3 of 50

3. Question

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)

Manual record selection in the results grid
Oldest Record
Newest Record
Last Modified Record
Record with most recent activity

Question 4 of 50

4. Question

When using the Select from file tab, which field(s) are required to be in the input file?

(Select all that apply)

Lead ID
Contact ID
Account ID
Campaign ID

Question 5 of 50

5. Question

Which of these are options when Leads are being converted?

(Select all that apply)

Create Opportunity
Create Email for Contact Owner
Create Task
Create Completed Task
Create Event

Question 6 of 50

6. Question

Selecting Do Not Use in Step 1 for Contacts and/or Accounts could result in duplicates being created when converting Leads.

Correct
Incorrect

Question 7 of 50

7. Question

Restore files can be saved in what formats?

(Select all that apply)

XLS
CSV
XLSX
ACCDB
Restore files are not created

Question 8 of 50

8. Question

What must be done to review the matching Contact/Account data in the results grid in Step 4?

(Select all that apply)

Click on the + sign next to the Lead record
Click Expand All in the Grid Display section
Matching records cannot be viewed
Select All in the Check Leads section

Question 9 of 50

9. Question

What options are available for exporting results?

(Select all that apply)

Formatted XLS
CSV for each object
Checked Matches Only
Formatted XLS for each object

Question 10 of 50

10. Question

When creating a new Contact during Lead conversion, what ownership options are available?

(Select all that apply)

Lead Owner
Account Owner
Custom Owner
None, lead owner is always the owner

Question 11 of 50

11. Question

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?

Select the # Days From Now radio button and input 0 in the field
Select the Default radio button
Select the specific date and change it every time you run a scenario
Select the # Days From Now radio button and input 30 in the field

Question 12 of 50

12. Question

When creating opportunities in the Final Match step in Step 3, these opportunities can be assigned to?

(Select all that apply)

Lead Owner
Contact Owner
Account Owner
Current User
Custom Owner

Question 13 of 50

13. Question

By default, records are converted in batches of _____?

10
1
100
200
5

Question 14 of 50

14. Question

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

The field mapping between objects is specified during the scenario set up
The field mapping between objects is based on which fields are populated at the time of conversion
The field mapping between objects is specified in Salesforce in Setup – Leads – Fields – Map Lead Fields button
The conversion does not move field level data, only standard related list records

Question 15 of 50

15. Question

How is editing a field in the results grid accomplished?

(Select all that apply)

Double click on the field
Right click on the field and select Update Value in Salesforce
This is not possible
Right click on the field and select Edit

Question 16 of 50

16. Question

How is grouping results in Step 4 accomplished?

Dragging the column header to be grouped by to the top of the grid in the grey bar
Clicking on the column header
Select Group By options in Step 3
Select Group By options in the Grid Display section

Question 17 of 50

17. Question

In the Default Record Selection area of a match step, what is the function of the Active Owner check box?

Tells the system to give precedence to the oldest/newest/last modified record owned by an active user
Tells the system to only convert the Lead if it is owned by an active user
Tells the system to only convert Leads into Account or Contact records owned by an active owner
Tells the system to only return match results if the matched to record is owned by an active user

Question 18 of 50

18. Question

When selecting the New Contact/Account radio button in the Final Match Step, every Lead in this step will have a new Account and Contact created from its conversion.

Correct. This option will always create a new Account and Contact for every converted Lead returned by this step.
Incorrect. There is an option to limit the new Accounts created if they match on one or more Lead fields as to not create duplicate Accounts.

Question 19 of 50

19. Question

In the Select by Campaign tab, only active Campaigns will be available.

Incorrect
Correct

Question 20 of 50

20. Question

It is possible to unconvert Leads.

Correct
Incorrect

Question 21 of 50

21. Question

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

Correct
Incorrect

Question 22 of 50

22. Question

Select the best practice to follow when creating match steps in Step 3.

The first match step for each object should be the loose step. Each subsequent step should provide progressively more rigid matching.
The first match step for each object should be the rigid step. Each subsequent step should provide progressively looser matching.
The first match step should match on at least 4 fields.
The first match step should always match on the email field.

Question 23 of 50

23. Question

John has a few Lead records that matched to an existing contact in one of his match steps.

However, he would like these leads to follow his Final Match Step conditions (Do Nothing).

How can he move these leads to the final match step condition?

Right click the Lead record and select Move to Final Match
This is not possible
Check the Use checkbox and select the Move to Final Match option in the Grid Display
Double click the record and it is automatically moved to the Final Match Step

Question 24 of 50

24. Question

Renaming match steps in Step 3 is a best practice that allows for easier results verification in Step 4.

Correct
Incorrect

Question 25 of 50

25. Question

Selecting Clear Mapping in a match step in Step 3 accomplishes what?

Clears all mappings in all matching steps
Clears all mappings in that match step
Clears all mappings in all match steps for the same object
Clears the entire scenario

Question 26 of 50

26. Question

The Export option All Matches will contain all fields referenced in the results grid.

Correct
Incorrect

Question 27 of 50

27. Question

The Lead Conversion module allows for implementing a multi-pass strategy in a single pass.

Correct
Incorrect

Question 28 of 50

28. Question

The Lead Conversion module requires comparing leads to both Contacts and Accounts.

Correct
Incorrect

Question 29 of 50

29. Question

The limit new Account duplicates by field option is only available when the Do Nothing action is selected.

Correct
Incorrect

Question 30 of 50

30. Question

Joe has selected Convert Checked Leads in Step 4.

To process records what must also be done?

Check the Use Checkbox
Nothing additional must be done
Select the Expand All option
Select the Collapse All option

Question 31 of 50

31. Question

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

Correct
Incorrect

Question 32 of 50

32. Question

Select the true statements regarding the Found Match Report.

(Select all that apply)

Provides matched Lead counts per step
Calculates the percentage of Leads that matched Contacts/Accounts or did not match either
Can be copied to the clipboard to be emailed or saved to a file
Can be saved to a Task for the current user in Salesforce

Question 33 of 50

33. Question

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?

Lead Status
Lead Source
Email
Phone

Question 34 of 50

34. Question

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

One – 1 match step is required for the Account comparison
One – 1 match step is required for the Contact comparison
It is not required to specify a match step as the system will use default match settings if no criteria is provided
Two – 1 match step is required for Accounts and 1 match step is required for Contacts

Question 35 of 50

35. Question

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

Correct
Incorrect

Question 36 of 50

36. Question

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

Yes, but only if the Contact field is blank.
No, field level data is not moved during the conversion.
Yes, Lead field values will overwrite all values already on the Contact.

Question 37 of 50

37. Question

Jill is setting up an Account Matching Step.

She would like to match the Lead Email field to the Account Website field.

What mapping type would accomplish this?

This type of matching is not possible
Exact
First XX Letters (8)
Domain
Last XX Letters (8)

Question 38 of 50

38. Question

Why would the Account tab not be visible in Step 2?

(Select all that apply)

Do Not Use was selected in Step 1 for Accounts
Select from file was selected in Step 1 and the file contains Contacts
Select from file was selected in Step 1 and the file contains Accounts
Do Not Use was selected in Step 1 for Contacts

Question 39 of 50

39. Question

Select the true statement regarding how conversions are processed.

Uses the Salesforce merge call to merge Lead records
Uses custom code designed by CRMfusion to merge and convert Lead records
Uses the Salesforce Merge call and the Salesforce Convert call to merge and convert Lead records
Uses the Salesforce convert call to convert Lead records

Question 40 of 50

40. Question

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

Correct
Incorrect

Question 41 of 50

41. Question

Lead Status can be selected when leads are converted using the Lead Conversion module?

Correct
Incorrect

Question 42 of 50

42. Question

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

Prevents creating duplicate account records
Prevents Lead Conversion Module from creating new accounts during the conversion process
Prevents lead data from being pushed to New Accounts on matching records
Prevents duplicate contacts and accounts from being created during lead conversion

Question 43 of 50

43. Question

Joe has used the Select by Campaign option in Step 1.

However, he also needs to condition based on the Campaign Member Status.

Can this be accomplished?

Yes
No

Question 44 of 50

44. Question

The Select from DupeBlocker tab allows:

Applying the Scenario Rules matching criteria to all existing Leads, Contacts and Accounts and then mass converting the results
Loading existing Lead to Contact/Account Warnings for mass conversion
Reviewing existing Lead to Contact/Account Warnings, converting confirmed matches, and deleting Warnings for invalid matches
Touching all existing Leads, Contacts and Accounts in order to create new Warnings in Salesforce for any matching records

Question 45 of 50

45. Question

When scheduling Lead Conversion scenarios the following options are available:

(Select all that apply)

Convert ALL results
Convert Matches ONLY
Populate AccountId’s ONLY (do not convert)
Export results ONLY (do not convert)
Export results AND convert ALL results

Question 46 of 50

46. Question

When Lead conversion is complete:

(Select all that apply)

Converted Leads will be deleted from Salesforce
A results file will be created with the converted ID’s
An Opportunity will always be created for each Lead converted
All Lead data will have overwritten Contact/Account data
Any Campaigns on the Leads will be related to the matching or new Contact

Question 47 of 50

47. Question

When picking fields to display on the results grid, users can customize the order for easier review.

Correct
Incorrect

Question 48 of 50

48. Question

Which of the following is NOT true when creating Tasks during conversion.

(Select all that apply)

Up to 2 Tasks can be created per Lead converted
Custom Task fields can be populated
Tasks will always be linked to the converted Contact
Tasks will always be owned by the converted Contact owner
There is an option to link the Task to the converted Account or Opportunity (if created)

Question 49 of 50

49. Question

Opportunities are created by default.

Select the Do Not Create Opportunity checkbox if Opportunities should not be created.

Correct
Incorrect

Question 50 of 50

50. Question

Capabilities within the results grid include:

(Select all that apply)

Inline editing of Lead, Contact and Account field data
Inline editing of Lead data only
Finding data in a particular column
Moving an invalid matched Lead to the Final Match step
Removing Leads from the grid that should not be processed
Populating the matching AccountID on Lead records

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