A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation. When using the Lead Conversion process, which two records can be…

The standard Salesforce lead conversion process is designed to transition a qualified prospect into a customer relationship. When a sales representative converts a lead, Salesforce automatically creates a new Account and a new Contact record using the information stored in the lead. Additionally, the user has the option to create a new Opportunity record to track the potential sale. This process ensures a smooth handover from marketing qualification to the sales cycle, preserving the lead's data and history within the newly created records.

B. Campaign: Campaigns are not created during lead conversion. Instead, a lead is typically associated with an existing campaign to track marketing effectiveness.

C. Case: Cases are related to customer service and support issues and are not a standard part of the sales-focused lead conversion process.

1. Salesforce Help Documentation: Convert Qualified Leads.

Reference: Under the "Convert Leads" section

the documentation states

"When you convert a lead

Salesforce creates a new account

contact

and

optionally

an opportunity

using the information from the lead." This directly confirms that an Account and a Contact are created.

2. Trailhead by Salesforce: Leads & Opportunities for Lightning Experience module

Qualify and Convert Leads unit.

Reference: In the section "Convert Leads to Get Your Deals Rolling

" it explains

"When you convert a lead

you create an account and contact based on the lead’s information. You can also choose to create an opportunity at the same time." This reinforces that Account and Contact are the primary records created.