A Salesforce administrator at a commercial solar equipment manufacturer is updating the Lead conversion workflow for sales operations. The team needs to ensure lead data transfers accurately to new records while maintaining proper record creation controls. Which two statements accurately describe administrative configurations or standard platform behaviors during Lead conversion?
- Custom fields created on the Lead object can only be mapped to custom fields on the Account, Contact, or Opportunity objects.Answer
- Administrators can configure Lead Settings to hide the option to create an Opportunity during the conversion process.Answer
- CCustom Lead picklist fields can be mapped directly to standard text fields on the target Account record.
- DLead conversion automatically overrides picklist assignment rules configured on the target Contact record type.
Answer
Custom Lead fields can only be mapped to custom fields on target records (Account, Contact, Opportunity), and administrators can optionally hide the Opportunity creation section in Lead Settings.
Custom Lead fields must always map to custom fields on target Account, Contact, or Opportunity records. Additionally, Lead Settings allows administrators to hide the Opportunity column in the lead conversion window to prevent unnecessary opportunity creation.
Step-by-Step Solution
Key Concept
Lead Custom Field Mapping and Lead Conversion Settings