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Zorluk: KolayCustom Fields and Data Types

An administrator creates a new custom text field on the Lead object to capture a prospect's loyalty ID. The business requires this loyalty ID to automatically populate on the Contact record created during lead conversion. The administrator creates a corresponding custom text field on the Contact object. What action must the administrator take to ensure the data transfers to the Contact record upon lead conversion?

  1. Navigate to Fields & Relationships on the Lead object and map the custom Lead field to the custom Contact field.Cevap
  2. B
    Rely on default conversion behavior, as custom fields with matching API names and data types map automatically.
  3. C
    Create a Roll-Up Summary field on the Contact object that references the custom field on the Lead object.
  4. D
    Assign the custom field to the Contact Record Type under the Record Type picklist settings.

Cevap

Navigate to Fields & Relationships on the Lead object and map the custom Lead field to the custom Contact field.
To transfer custom Lead field values to target Account, Contact, or Opportunity records during lead conversion, an administrator must navigate to the Lead object's Fields & Relationships settings and select 'Map Lead Fields' to explicitly map the source Lead field to the target field.

Adım Adım Çözüm

1
Identify the target objects and field setup requirements.
Custom fields exist on both the Lead object and the target Contact object.
Both custom fields must exist before field mapping can be established.
2
Locate the lead field mapping utility in Setup.
Access Object Manager > Lead > Fields & Relationships > Map Lead Fields.
This is the native Salesforce tool for directing how custom Lead field data maps to Account, Contact, or Opportunity custom fields upon lead conversion.
3
Pair the custom Lead field with the corresponding Contact field.
Data entered in the Lead custom field will now transfer seamlessly to the Contact record during lead conversion.
Mapping creates the explicit link required by the system engine.

Anahtar Kavram

Lead Custom Field Mapping
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Konular

Custom Fields and Data Types

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