salesforce-lead-conversion
Installation
SKILL.md
Salesforce Lead Conversion
Lead conversion in Salesforce transforms a Lead record into a Contact, Account, and optionally an Opportunity. It's the moment a prospect transitions from marketing-qualified to sales-accepted. Done well, lead conversion preserves all data, creates proper associations, and triggers the right downstream processes. Done poorly, it creates orphan records, loses data, and breaks reporting.
The principle: lead conversion should happen at a single, well-defined moment in the sales process. Not too early (you lose the ability to track marketing engagement on the lead). Not too late (you create deals on a Lead record, which breaks pipeline reporting). Define the conversion trigger, map the fields, and automate what you can.
When to Convert
The conversion trigger
| Approach | Convert when | Best for |
|---|---|---|
| Upon meeting booked | SDR books a meeting with the prospect | High-velocity sales. Quick cycles |
| Upon SQL acceptance | AE accepts the lead as sales-qualified | Mid-market. More qualification before conversion |
| Upon opportunity creation | AE creates an opportunity | Enterprise. Longer qualification. Fewer false positives |