A Salesforce administrator at a wealth management firm is configuring lead conversion settings and custom field mappings. The business requires that custom Lead picklist fields tracking client investment criteria map properly to Contact fields upon conversion. Additionally, sales representatives need the flexibility to skip creating an Opportunity if a prospect is not yet ready to evaluate financial products. Which two configurations or platform behaviors must the administrator consider to meet these requirements? (Select two answers.)
- Custom Lead fields must be manually mapped to custom Account, Contact, or Opportunity fields with matching data types using Lead Custom Field Mapping.Answer
- Sales representatives can select the option to convert the Lead without creating a new Opportunity during the conversion process.Answer
- CCustom Lead picklist fields automatically transfer their values to standard Contact fields as long as the field labels match exactly.
- DOpportunity stages selected during Lead conversion can bypass the Sales Process assigned to the user's profile.
Answer
Custom Lead fields must be manually mapped to custom target fields of matching data types using Lead Custom Field Mapping, and users can choose to convert a Lead without creating an Opportunity during the conversion process.
Lead conversion requires administrators to set up explicit custom field mappings in Object Manager for any custom Lead fields to transfer data to Account, Contact, or Opportunity custom fields. Furthermore, Salesforce standard lead conversion allows users to opt out of opportunity creation by checking the box to convert without creating a new Opportunity.
Step-by-Step Solution
Key Concept
Lead Lifecycle and Lead Conversion