An administrator at a logistics company needs to set up a custom picklist field on the Lead object to capture delivery preferences. The administrator must ensure that specific picklist values are shown only for specific Lead record types, and that this preference data is preserved when a Lead is converted into an Account, Contact, and Opportunity. Which two actions should the administrator take to fulfill these requirements?
- Map the custom Lead field to corresponding custom fields on the Account, Contact, or Opportunity objects in Lead Conversion Field Mapping.Answer
- Configure the available picklist values individually under the Picklists for Available Values section of each Lead Record Type.Answer
- CCreate a roll-up summary field on the Lead object to aggregate delivery preference values from related Account records.
- DAssign the custom picklist values directly to user profiles to restrict choice visibility across record types.
- EConvert the custom field into a master-detail relationship field to prevent data loss upon conversion.
Answer
The administrator must map the custom Lead field to custom fields on the Account, Contact, or Opportunity objects, and configure the picklist values available for each Lead Record Type.
Mapping the custom lead field ensures that custom data transfers to Account, Contact, or Opportunity records upon conversion. Controlling available picklist values within each Record Type configuration restricts visible choices appropriately for different business processes.
Step-by-Step Solution
Key Concept
Custom Field Administration and Record Type Picklist Assignment
Estimated Time:1m 0s