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Difficulty: MediumCustom Fields and Data Types

An administrator at a renewable energy company creates custom fields on the Lead object to capture site assessment data, such as 'Roof Angle' and 'Solar Panel Capacity'. The business requirement specifies that this information must automatically transfer to the corresponding Account and Contact records created during lead conversion. Which administrative action is required to ensure this data persists when converting leads?

  1. Map the custom Lead fields to the designated custom Account and Contact fields using the Map Lead Fields tool in Object Manager.Answer
  2. B
    Create custom fields with identical API names on Account and Contact, allowing Salesforce to automatically map them during conversion.
  3. C
    Assign the custom lead fields to the active Record Type picklist selection list for converted Account and Contact records.
  4. D
    Create a Roll-Up Summary field on the Account object that references the converted Lead lookup relationship to summarize lead field values.

Answer

The administrator must map the custom fields on the Lead object to the custom fields on the target Account and Contact objects using the 'Map Lead Fields' setup tool under Lead Fields & Relationships.
When converting a Lead, standard fields are automatically mapped to standard fields on Account, Contact, and Opportunity. However, data in custom Lead fields will be lost unless the administrator manually configures mapping via the 'Map Lead Fields' interface under the Lead object's Fields & Relationships menu.

Step-by-Step Solution

1
Create corresponding target custom fields on the target objects.
Custom fields with compatible data types exist on Account and Contact.
Custom Lead fields can only be mapped to existing custom fields of compatible data types on Account, Contact, or Opportunity.
2
Navigate to Object Manager > Lead > Fields & Relationships and select 'Map Lead Fields'.
The lead field mapping interface opens.
This interface defines explicit mapping targets for custom lead data upon conversion.
3
Select the corresponding Account and Contact fields for each custom Lead field and save the mapping.
Custom field data automatically transfers upon lead conversion.
Explicit field mapping guarantees data persistence without data loss when leads convert.

Key Concept

Custom Lead Field Mapping during Conversion
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Topics

Custom Fields and Data Types

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