An administrator at Cloud Kicks is creating custom fields on the Lead object to capture potential client metrics, including an estimated budget and product interest, prior to lead conversion. The administrator creates the custom fields `Estimated_Budget__c` and `Product_Interest__c` on the Lead object. What must the administrator do to ensure data entered into these custom lead fields is successfully transferred to converted records?
- Create corresponding custom fields on the target Account, Contact, or Opportunity objects and map them in Lead Conversion Settings.Answer
- BMap the custom lead fields directly to standard fields on the Account and Contact objects using standard field mapping formulas.
- CAssign the custom picklist values to all active record types on the Lead object without creating target fields on destination records.
- DCreate roll-up summary fields on the Account object to aggregate the custom lead field values through the standard lookup relationship.
Answer
Create corresponding custom fields on the target Account, Contact, or Opportunity objects and map them in Lead Conversion Settings.
To preserve custom lead field values during lead conversion, an administrator must create corresponding custom fields on the target Account, Contact, or Opportunity objects and configure custom field mapping under Lead Object Manager settings.
Step-by-Step Solution
Key Concept
Lead Custom Field Mapping