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Difficulty: MediumCustom Fields and Data Types

A Salesforce administrator at a luxury resort management company is configuring custom field settings to support lead processing and reviewing field modification policies on custom objects. Which two statements accurately describe the behaviors and rules for custom field mappings and data type conversions in Salesforce? (Select 2)

  1. Custom Lead fields can only be mapped to custom fields on the Account, Contact, or Opportunity objects during lead conversion.Answer
  2. B
    Custom Lead fields can be mapped directly to standard fields on the Contact object during lead conversion.
  3. Converting a custom Auto-Number field into a Text data type preserves existing field data while permitting manual editing going forward.Answer
  4. D
    A Roll-Up Summary field can be created on a parent object to aggregate values from child records connected via a standard Lookup relationship.
  5. E
    Converting a Picklist field to a Multi-Select Picklist automatically updates all existing Record Types to make all picklist values active.

Answer

Custom Lead fields can only be mapped to custom fields on the Account, Contact, or Opportunity objects during lead conversion, and converting a custom Auto-Number field into a Text data type preserves existing field data while permitting manual editing going forward.
Mapping custom Lead fields requires custom target fields on the destination Account, Contact, or Opportunity object. Additionally, converting an Auto-Number field to a Text field preserves existing values in records without data loss while allowing users to manually edit the values in the future.

Step-by-Step Solution

1
Evaluate lead conversion field mapping rules.
Identify that custom fields on the Lead object can only map to custom fields on Account, Contact, or Opportunity records, not standard fields.
Salesforce custom field mapping configuration explicitly prohibits mapping custom lead fields to standard destination fields.
2
Analyze field data type conversion consequences for Auto-Number fields.
Determine that changing an Auto-Number data type to Text preserves current record string values and grants text editing capability.
Auto-Number values are stored as text strings, so converting to Text does not cause data loss and allows manual value updates.
3
Evaluate relationship limitations for Roll-Up Summary fields.
Confirm that Roll-Up Summary fields cannot aggregate records over Lookup relationships.
Roll-Up Summary capabilities strictly require a Master-Detail relationship.

Key Concept

Custom Field Data Type Behavior and Lead Mapping Constraints
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Topics

Custom Fields and Data Types

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