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Difficulty: MediumCustom Fields and Data Types

A Salesforce administrator at a commercial real estate company needs to configure custom fields to support lead management and account tracking. The administrator must map a custom Lead picklist field, Property_Preference__c, to a custom Account field upon lead conversion. Additionally, the administrator must change an existing custom Text field on Account, Account_Tier_Notes__c, to a Picklist field while minimizing data issues for existing records. Which two actions must the administrator perform to fulfill these requirements? (Choose 2)

  1. Map the custom Lead picklist field to a custom Account picklist field in the Map Lead Fields setup interface.Answer
  2. Ensure all existing string values in the text field correspond to active picklist API values prior to converting the data type.Answer
  3. C
    Map the custom Lead picklist field directly to a standard Account field during lead conversion.
  4. D
    Create a Roll-Up Summary field on the Account object that references a Lookup relationship to the Lead object.
  5. E
    Deactivate all existing Record Types on the Account object before modifying picklist field data types.

Answer

The administrator must map the custom Lead picklist field to a custom Account picklist field using the Map Lead Fields interface, and ensure that all existing text values in the Account text field correspond to active picklist API values prior to converting the field type.
Mapping custom lead fields requires creating a corresponding custom field on the destination object and configuring the field mapping in Object Manager. Furthermore, converting a field from Text to Picklist requires ensuring that legacy text values align with defined picklist API values to preserve data integrity across existing records.

Step-by-Step Solution

1
Evaluate Lead conversion mapping capabilities for custom fields.
Confirm that custom fields on the Lead object must map to corresponding custom fields on destination objects (Account, Contact, or Opportunity).
Salesforce lead conversion routing prohibits mapping custom Lead fields directly into standard destination fields.
2
Assess data integrity requirements for converting a Text field to a Picklist field.
Verify existing record values against planned picklist API values before performing the type conversion.
Converting field data types can result in lost data or unassigned picklist values if legacy values do not match configured picklist entries.

Key Concept

Custom Fields and Data Types
Estimated Time:1m 30s
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Topics

Custom Fields and Data Types

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