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Difficulty: HardLead Lifecycle and Lead Conversion

A Salesforce administrator at a maritime freight logistics provider is configuring lead conversion settings. A custom picklist field on the Lead object, Shipping_Preference__c, is mapped to a custom picklist field on the Account object, Preferred_Service__c, using Lead Custom Field Mapping. During testing, sales representatives convert qualified leads, but the selected value in Shipping_Preference__c is consistently blank on the newly created Account record. Further investigation shows that the target field exists on the Account page layout, but the values are not visible under the Account record type assigned to the converting sales representative. Which administrative action will resolve this issue and ensure the picklist value populates correctly upon conversion?

  1. Edit the selected Account record type configuration to include the missing picklist values for the Preferred_Service__c field.Answer
  2. B
    Recreate the lead field mapping to convert Shipping_Preference__c into a custom text field on the Account object, because direct picklist-to-picklist mapping is unsupported across objects.
  3. C
    Create a new Sales Process for the Account object and link the Shipping_Preference__c picklist values to the active stage lifecycle definitions.
  4. D
    Remove the custom field mapping on the Lead object and rely on default picklist value auto-provisioning across record types.

Answer

Edit the selected Account record type configuration to include the missing picklist values for the target picklist field.
The correct action is to update the target Account record type settings to ensure the required picklist values are enabled for the custom field. During lead conversion, mapped picklist values will only populate on the destination record if those values are allowed by the record type assigned to the newly created record.

Step-by-Step Solution

1
Identify the root cause of missing picklist data during lead conversion.
Lead custom field mapping requires both valid field-level mapping and active picklist value availability on the target record type.
If a mapped picklist value is restricted or disabled on the record type assigned to the newly created Account, Salesforce suppresses the value.
2
Navigate to Object Manager > Account > Record Types and select the record type assigned during conversion.
The picklist configuration for Preferred_Service__c is opened.
Record type settings govern which picklist values are available for selection and population on records using that record type.
3
Add the required values to the Selected Values list for the picklist field and save.
The target field now accepts and displays the mapped values upon lead conversion.
Enabling the picklist values at the record type level allows Salesforce to write the converted lead picklist data onto the target Account record.

Key Concept

Lead Conversion Field Mapping and Record Type Picklist Value Availability
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Topics

Lead Lifecycle and Lead Conversion

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