An administrator at a renewable energy company needs to ensure that data captured in a custom Lead field named 'Solar Equipment Preference' is automatically transferred to a custom field on the Account record when a lead is converted. Where in Salesforce Setup should the administrator configure this field mapping?
- The 'Map Lead Fields' button within the Fields & Relationships section of the Lead objectAnswer
- BThe 'Fields & Relationships' section directly on the target Account object settings
- CThe Sales Process stage management settings under Opportunity object setup
- DThe Record Type Picklist Assignment page on the Lead object setup menu
Answer
The administrator should perform this setup by navigating to Object Manager > Lead > Fields & Relationships and clicking the 'Map Lead Fields' button.
To map custom Lead fields to custom Account, Contact, or Opportunity fields during conversion, administrators must navigate to Object Manager > Lead > Fields & Relationships and select 'Map Lead Fields'. From there, each custom Lead field can be linked to a compatible target field.
Step-by-Step Solution
Key Concept
Lead Conversion Field Mapping