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Converting qualified leads into Individual client records

Key Takeaway

Convert a B2C lead, such as a Retirement Planning lead, only into an account with the Individual record type. Convert a General lead only into an account with the Business record type.

A lead is a prospect who is not yet a client. Lead conversion turns a qualified lead into a client record. In Agentforce Financial Services, converting a lead for a person rather than a business means creating a new account with the Individual record type. Two things decide how conversion turns out: the account record type you choose, and the field mappings that carry lead data to the new records.

Where conversion works and what it creates

You can convert leads in Lightning Experience. Lead conversion is available in Professional, Enterprise, and Unlimited Editions.

Converting a lead into an Individual record type account also creates a Contact record. After conversion, you may not see an option to go to that Contact record. If the option does appear, using it may show an error saying there was a problem.

Salesforce Accredited Agentforce Financial Services Professional Study Guide

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Based on the final design for the project, configure the Lead object, build any queues, and create assignments

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Assigning leads to sales territories

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