Salesforce App Builder Practice Exam

How can the record type for a converted lead's Account, Contact, and Opportunity be set based on the user?

1. Set default record types for each Profile.

2. Set default record types for each Role.

3. Set master record types for each Profile.

4. Set master record types for each Role.

The correct answer is: Set default record types for each Profile.

Setting default record types for each Profile is the correct approach for determining the record type of a converted lead's Account, Contact, and Opportunity based on the user. In Salesforce, profiles are fundamental components that define user permissions and access levels. When a lead is converted, the system uses the default record type specified in the user's profile to create the new Account, Contact, and Opportunity records. By configuring default record types at the profile level, administrators can ensure that users automatically receive the appropriate record types that align with their role in the organization, maintaining consistency and governance in how records are created. This approach simplifies the user experience, as individuals do not have to manually select the record types each time they convert a lead. In contrast, setting record types based on roles is not applicable, as roles generally control the sharing and visibility of records rather than the types of records created. The concept of 'master record types' is also not relevant in this context, as Salesforce does not utilize this terminology for establishing default record types associated with user profiles or roles. Therefore, the selection of default record types for each Profile is the best method for ensuring appropriate record type assignment during lead conversion.