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Difficulty: HardLead Lifecycle and Lead Conversion

Universal Containers has configured Lead field mapping so that a custom Lead picklist field, 'Industry Segment', maps to a custom Account picklist field of the same name upon Lead conversion. During testing, users report that when converting a Lead, the value selected in 'Industry Segment' does not appear on the newly created Account record, even though the custom field mapping in Lead Settings was saved successfully. What should the system administrator do to resolve this issue?

  1. Ensure that the corresponding picklist values are added to the available picklist values for the target Account record type.Answer
  2. B
    Modify the Lead field mapping to map the custom Lead picklist field to a standard Account text field instead.
  3. C
    Link the picklist values to the active Sales Process associated with the target Opportunity record type.
  4. D
    Reassign the custom Lead picklist field directly within the Lead Status picklist configuration for the Lead object.

Answer

Ensure that the corresponding picklist values are added to the available picklist values for the target Account record type.
When converting a Lead into an Account, Contact, or Opportunity with specific Record Types enabled, mapped custom picklist field values must be valid and enabled for the target record type. If the picklist value is missing from the assigned Account Record Type's picklist edit list, the field will fail to populate on the newly created Account record.

Step-by-Step Solution

1
Analyze the lead conversion behavior for custom picklist field mapping.
Lead custom field mapping requires that source and target custom fields have compatible data types.
Mapping custom picklists between Lead and Account is supported, but record-level restrictions on the target object apply.
2
Evaluate record type picklist value assignments on the target Account object.
If the default record type assigned upon conversion does not explicitly include the mapped picklist values, Salesforce silently drops or clears the value during record creation.
Record type picklist assignments enforce data integrity on the target record.
3
Identify the required administrative resolution.
Updating the Account record type configuration to include the required picklist values allows the mapped value to populate correctly.
This resolves the issue without altering the correct Lead field mapping.

Key Concept

Lead Custom Field Mapping and Record Type Picklist Enforcement
Estimated Time:2m 0s
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Topics

Lead Lifecycle and Lead Conversion

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