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Zorluk: KolayCustom Fields and Data Types

An administrator needs to track a prospect's preferred contact method using a custom picklist field on the Lead object. To ensure this data is automatically retained when a lead is converted into a contact, which action must the administrator take?

  1. Map the custom Lead field to a compatible custom field on the Contact object in Lead Field Mapping.Cevap
  2. B
    Create a roll-up summary field on the Contact object that summarizes the Lead picklist field value.
  3. C
    Assign the custom picklist field directly to the Contact Record Type without mapping.
  4. D
    Set the field-level security of the Lead picklist field to Read-Only across all profiles.

Cevap

Map the custom Lead field to a compatible custom field on the Contact object in Lead Field Mapping.
Mapping the custom Lead field to a compatible custom field on the Contact object within the Lead Object Manager settings ensures Salesforce automatically passes the picklist selection to the newly generated Contact record upon conversion.

Adım Adım Çözüm

1
Identify the target requirement
Lead custom field data must transfer to the Contact record during lead conversion.
Standard lead conversion does not automatically carry custom field data to target records unless configured.
2
Configure Lead Field Mapping in Object Manager
Map the Lead custom picklist field to an existing custom picklist field on the Contact object.
Salesforce requires administrators to map custom lead fields to corresponding custom fields on Account, Contact, or Opportunity objects for data transfer.

Anahtar Kavram

Lead Custom Field Mapping during Lead Conversion
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Konular

Custom Fields and Data Types

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