A Salesforce administrator at a maritime cargo management company is tasked with capturing a custom text field, 'Container Serial Code', on Lead records. The business requirement states that when a Lead is converted, the value stored in 'Container Serial Code' must automatically transfer to the newly created Account record. Which administrative action is required to ensure this custom field data transfers successfully during lead conversion?
- Create a matching custom field on the Account object, then use the 'Map Lead Fields' tool in the Lead Object Manager to map the Lead field to the Account field.Cevap
- BLeave the field unmapped on the Lead object, as Salesforce automatically maps custom Lead fields to Account fields if they share the same field label and data type.
- CCreate a Roll-Up Summary field on the Account object to pull the 'Container Serial Code' value directly from the related Lead record.
- DAdd the Lead field to the Account Record Type picklist assignment layout to enable automatic field transfer.
Cevap
Create a matching custom field on the Account object, then use the 'Map Lead Fields' tool in the Lead Object Manager to map the Lead field to the Account field.
To preserve custom lead field data upon conversion, an administrator must create a destination custom field on the target object (Account, Contact, or Opportunity) with a compatible data type and explicitly map the source Lead field to the destination field using the 'Map Lead Fields' feature in the Lead Object Manager.
Adım Adım Çözüm
Anahtar Kavram
Custom Lead Field Mapping during Lead Conversion