A B2B financial services enterprise requires capturing a lead's investment category using a custom picklist field, Investment_Tier__c, on the Lead object. Upon lead conversion, management requires this value to automatically populate the standard Industry field on the Account record and a custom picklist field, Opportunity_Tier__c, on the Opportunity record. When attempting to configure Lead Custom Field Mapping, the administrator finds that the standard Account Industry field does not appear in the target mapping dropdown list. Which explanation accounts for this limitation, and how should the administrator resolve it?
- Custom lead fields can only be mapped to custom fields on target objects; the administrator must create a custom picklist on Account to map the field, or use automation to populate the standard Industry field.Answer
- BThe standard Account Industry field has not been added to the active Lead Conversion Page Layout; the administrator must edit page layouts to expose standard target fields.
- CThe default Account record type assigned to the converting user's profile restricts standard picklist mapping; the administrator must enable picklist values under Record Type settings.
- DThe Sales Process linked to the target Opportunity record type has not configured stage mapping for lead custom picklists; the administrator must update the Sales Process settings.
Answer
Custom lead fields can only be mapped to custom fields on target objects; the administrator must create a custom picklist on Account to map the field, or use automation to populate the standard Industry field.
In Salesforce Lead Conversion configuration, custom lead fields can only be mapped to custom fields created on the Account, Contact, or Opportunity objects. Standard fields, such as standard Account Industry, are not available in the dropdown selection for Lead Custom Field Mapping. To fulfill the requirement, the administrator must either map the Lead field to a custom Account picklist field or use Flow automation triggered upon conversion to update the standard Industry field.
Step-by-Step Solution
Key Concept
Salesforce Lead Custom Field Mapping Constraints