In Salesforce terms, which statement best describes a Lead?

• A. A Current Customer
• B. A New Person or Business That Might Become a Customer
• C. An Opportunity
• D. A Task

Answer: (B)

In Salesforce, a Lead represents an unqualified prospect—a new person or business that might become a customer. It holds initial contact and company information gathered from outreach, events, or forms. When a Lead is qualified, you convert it into an Account (the company), a Contact (the person), and optionally an Opportunity (the potential sale). This separation lets you manage early outreach separately from customers and active deals.

A current customer is already established in the system as an Account with related Contacts and possibly Opportunities, not a Lead. An Opportunity is a potential revenue deal tied to an existing account, usually created after qualification. A Task is simply a to-do item, not a record that represents a potential customer.