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N The activity of converting the agency s public records from one form (source records) to another (converted records) through the processes of imaging (digitization or microfilm preservation) or data migration (digital or magnetic). As per WAC 434-662-040, electronic records must be retained in electronic format. For information on microfilm standards or obtaining approval for early destruction of source documents after imaging, please contact Washington State Archives. DESCRIPTION OF RECORDS.

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When you convert a lead in Salesforce, it creates an account, a contact, and optionally an opportunity based on the lead's information. This process effectively transitions the lead into a structured customer entity, ready for further engagement. Proper understanding of this process enhances your Mapping Lead Record Type To Account Record Type - Salesforce Help.

To convert a lead into an account, simply open the desired lead record and click on the 'Convert' button. Follow the prompts to link or create an account, ensuring all relevant data is accurately transferred. This conversion process is fundamental for Mapping Lead Record Type To Account Record Type - Salesforce Help.

An account record type in Salesforce is a categorization that allows users to differentiate between various types of accounts, such as business and person accounts. This classification helps tailor user interface layouts and processes to meet specific needs. Understanding record types is essential for efficient Mapping Lead Record Type To Account Record Type - Salesforce Help.

When you convert a lead that matches an existing account and contact by name, Salesforce prompts you to choose the appropriate entity to associate with. It’s essential to verify this information to avoid duplicates and maintain data accuracy. This step is critical in the context of Mapping Lead Record Type To Account Record Type - Salesforce Help.

Turning a lead into a customer involves converting the lead into an account and ensuring that all relevant data is captured accurately. Once the lead has been converted, you can manage the account as a customer within Salesforce. This conversion is a key component of Mapping Lead Record Type To Account Record Type - Salesforce Help.

The default record type for a person account in Salesforce is typically based on the default settings configured by your administrator. If no changes have been made, it will be the primary record type assigned in your organization. Familiarity with this setting supports optimal Mapping Lead Record Type To Account Record Type - Salesforce Help.

Converting a lead into a person account involves selecting the 'Person Account' checkbox during the conversion process. This specific choice directs Salesforce to create a person account instead of a traditional business account. Understanding this process aids in proper Mapping Lead Record Type To Account Record Type - Salesforce Help.

The account record type in Salesforce is a way to categorize different types of accounts, enabling users to customize account fields and layouts based on business needs. Different record types can assist in streamlining processes, making it easier to manage and report on accounts. Familiarity with account record types enhances understanding of Mapping Lead Record Type To Account Record Type - Salesforce Help.

To get the account record type in Salesforce, go to the setup menu and select 'Record Types' under the account object settings. Here, you can view all the available account record types and their associated details. Understanding account record types is key to effective Mapping Lead Record Type To Account Record Type - Salesforce Help.

Granting access to record types in Salesforce involves adjusting the profiles or permission sets assigned to your users. Navigate to the record type settings and modify which profiles can access specific record types. This step is essential for efficient Mapping Lead Record Type To Account Record Type - Salesforce Help.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232