A Salesforce administrator at a maritime logistics management firm is configuring lead conversion settings to align with sales operations. The business requires that custom Lead fields representing 'Primary Freight Type' and 'Expected Annual Volume' are retained upon lead conversion by persisting their values onto the Account and Opportunity objects, respectively. Additionally, sales representatives should have the ability to suppress the automatic creation of an Opportunity when converting leads. Which two actions must the administrator take to satisfy these business requirements?
- Navigate to Lead Custom Field Mapping in Setup and map the custom Lead fields to custom fields of matching data types on the Account and Opportunity objects.Answer
- Select the 'Don't create a new Opportunity upon conversion by default' checkbox in Lead Conversion Settings.Answer
- CMap the custom Lead fields directly to standard fields on the target Account and Opportunity objects within Lead Custom Field Mapping.
- DAssign the custom Lead picklist values directly to the Opportunity Stage picklist settings within the Record Type page before conversion.
Answer
The administrator must map the custom Lead fields to custom fields of matching data types on the Account and Opportunity objects using Lead Custom Field Mapping, and select the 'Don't create a new Opportunity upon conversion by default' option in Lead Conversion Settings.
To retain lead data across conversion, custom fields on the Lead object must be mapped to custom fields of compatible data types on Account, Contact, or Opportunity via Lead Custom Field Mapping. To allow reps to skip creating an Opportunity during conversion by default, administrators enable the setting 'Don't create a new Opportunity upon conversion by default' in Lead Settings.
Step-by-Step Solution
Key Concept
Lead Conversion Custom Field Mapping and Lead Settings