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Difficulty: MediumLead Lifecycle and Lead Conversion

A Salesforce administrator at a cloud telephony provider is configuring lead conversion settings. The sales team requires that a custom picklist field on the Lead object, named Service Tier, populates a custom field on the Contact record upon lead conversion. During testing, the administrator observes that the field value on newly converted Contact records remains blank. Which configuration setting should the administrator check to resolve this issue?

  1. Verify that the custom Lead field Service Tier is explicitly mapped to a custom Contact field of a compatible data type in Lead Custom Field Mapping.Answer
  2. B
    Verify that the Service Tier picklist values are enabled on the default Contact Record Type picklist assignment configuration.
  3. C
    Verify that the custom Lead field Service Tier is mapped directly to a standard Contact text field on the Lead conversion mapping setup page.
  4. D
    Verify that the Service Tier picklist values have been added to the active Sales Process linked to the Opportunity object.

Answer

The administrator must verify that the custom Lead field Service Tier is explicitly mapped to a custom Contact field of a compatible data type within Lead Custom Field Mapping.
When converting leads in Salesforce, standard lead fields map automatically to their standard counterparts on Accounts, Contacts, and Opportunities. However, custom fields on the Lead object require explicit setup under Lead Custom Field Mapping in order to pass their values over to converted records. Additionally, custom lead fields can only be mapped to custom target fields of compatible data types.

Step-by-Step Solution

1
Identify the data flow requirement during lead conversion.
Recognize that custom Lead fields require explicit mapping rules to transfer data to converted records.
Salesforce does not automatically copy custom Lead field values to standard or custom target object fields upon conversion.
2
Evaluate Salesforce platform capabilities and restrictions for Lead Custom Field Mapping.
Determine that custom fields on the Lead object must be mapped specifically to custom fields on the Account, Contact, or Opportunity objects with compatible data types.
Mapping custom Lead fields to standard fields is prohibited by the platform, and missing mapping definitions results in blank fields on converted records.
3
Select the correct administrative action.
Navigate to Object Manager > Lead > Fields & Relationships > Map Lead Fields and configure the mapping from the custom Lead field to the custom Contact field.
This establishes the necessary field mapping so values correctly populate when leads are converted.

Key Concept

Lead Custom Field Mapping
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Topics

Lead Lifecycle and Lead Conversion

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