Salesforce Sales Cloud Consultant Test

What is an effective approach to identify Opportunities created from Leads in Salesforce?

1. Create a custom checkbox on the Lead and Opportunity objects.

2. Use the [CreatedFromLead] standard field on Opportunity.

3. Customize the LeadConvert apex code to set a custom field on Opportunity.

4. Determine based on the Opportunity name.

The correct answer is: Create a custom checkbox on the Lead and Opportunity objects.

The most effective approach to identify Opportunities created from Leads in Salesforce is to use the standard field called [CreatedFromLead] on the Opportunity object. This field is designed specifically for tracking the relationship between Leads and the Opportunities that originate from them. When a Lead is converted into an Opportunity, this field automatically gets populated, allowing users to easily filter and report on Opportunities that came from Leads. In contrast, creating a custom checkbox on the Lead and Opportunity objects would require additional maintenance and won’t provide the same out-of-the-box functionality as the standard field does. This may lead to inconsistencies and additional complexity in identifying Opportunities related to Leads. Customizing the LeadConvert apex code is a more complex approach that necessitates coding knowledge and could introduce risks when updating Salesforce releases or altering the conversion process. It may also limit the flexibility and standard operations that Salesforce offers with Lead conversion. Determining based on the Opportunity name lacks reliability, as it relies on naming conventions which can vary across users and organizations, making it difficult to ensure consistency and accuracy in identifying Opportunities generated from Leads. Using the [CreatedFromLead] field ensures a streamlined, efficient, and consistent way of managing and reporting on Opportunities that are generated through Lead conversions.