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Zorluk: OrtaCustom Fields and Data Types

A Salesforce administrator at a telecommunications service provider needs to ensure that when a Lead record is converted, the value stored in a custom date field named Initial_Site_Survey_Date__c on the Lead object is transferred to a custom date field on the resulting Opportunity record. The custom field on the Opportunity object has already been created with a matching data type. Which action must the administrator take to ensure this field value transfers during lead conversion?

  1. Navigate to Object Manager for the Lead object and configure custom field mapping under the Map Lead Fields interface.Cevap
  2. B
    Ensure both custom fields have identical API names so Salesforce automatically maps them upon conversion.
  3. C
    Edit the Opportunity Record Type configuration to assign the Lead custom field to the picklist values list.
  4. D
    Create a Roll-Up Summary field on the Opportunity object that aggregates the custom date field from the Lead object.

Cevap

Navigate to Object Manager for the Lead object and configure custom field mapping under the Map Lead Fields interface.
Mapping the custom lead field using the Map Lead Fields interface in the Lead object settings explicitly configures Salesforce to copy data from the Lead field to the designated target field on the Account, Contact, or Opportunity object upon lead conversion.

Adım Adım Çözüm

1
Identify the object management tool required for Lead conversion mapping.
Lead custom field mapping is managed specifically under the Lead object settings.
Custom lead fields require explicit mapping rules to transfer data onto Account, Contact, or Opportunity custom fields during conversion.
2
Open Object Manager > Lead > Fields & Relationships and select Map Lead Fields.
The Lead conversion field mapping table is presented.
This interface allows selecting target custom fields on Account, Contact, and Opportunity that have compatible data types.
3
Map Initial_Site_Survey_Date__c under the Opportunity tab to the corresponding Opportunity date field.
The field value will now automatically populate on Opportunity creation during lead conversion.
Explicitly linking the fields establishes the data transfer definition used by the conversion process.

Anahtar Kavram

Custom Lead Field Mapping during Lead Conversion
Tahmini Süre:1m 30s
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Konular

Custom Fields and Data Types

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