A Salesforce administrator at a bio-pharmaceutical supply firm is configuring lead conversion settings to align with sales operations. The business requires that when a sales representative converts a qualified Lead:
1. Data from a custom Lead field tracking compliance audit dates must automatically populate a corresponding custom field on the newly created Contact record.
2. Representatives must have the ability to opt out of creating an Opportunity record if one is not required.
Which two configuration steps must the administrator implement to satisfy these business requirements?
- Configure Lead Custom Field Mapping in Setup to map the custom compliance audit date Lead field to the custom field on the Contact object.Answer
- BCreate a custom lookup relationship field on the Lead object referencing the Contact object to automatically pass field values during conversion.
- Instruct users to select the 'Don't create a new opportunity upon conversion' checkbox in the lead conversion window when an opportunity is not needed.Answer
- DCreate a Sales Process and assign it to the Lead record type to bypass Opportunity creation requirements.
Answer
The administrator must map the custom compliance audit date field on the Lead object to the corresponding field on the Contact object using Lead Custom Field Mapping, and instruct users to select the 'Don't create a new opportunity upon conversion' option when converting the lead.
Configuring Lead Custom Field Mapping establishes the exact data relationship required to pass custom compliance date values from the Lead to the Contact. Selecting the 'Don't create a new opportunity upon conversion' checkbox during conversion satisfies the requirement to suppress opportunity creation.
Step-by-Step Solution
Key Concept
Lead Custom Field Mapping & Optional Opportunity Creation