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Zorluk: OrtaLead Lifecycle and Lead Conversion

A Salesforce administrator at a global logistics firm is setting up lead conversion settings to ensure prospect data transfers properly to downstream sales records. Which two statements correctly describe the platform behavior and constraints when configuring Lead Custom Field Mapping? (Choose 2)

  1. Custom Lead fields can only be mapped to custom fields on the Account, Contact, or Opportunity objects.Cevap
  2. The data type of the target custom field must be compatible with the source custom Lead field being mapped.Cevap
  3. C
    A single custom Lead field can be mapped directly to a standard Account text field in the Lead Custom Field Mapping setup view.
  4. D
    Mapping a custom Lead picklist field to a custom Opportunity picklist automatically assigns missing picklist values to all Opportunity Record Types.

Cevap

Custom Lead fields can only be mapped to custom fields on the Account, Contact, or Opportunity objects, and the target custom field must have a compatible data type with the source Lead field.
Lead Custom Field Mapping allows administrators to map custom fields created on the Lead object specifically to custom fields on Account, Contact, or Opportunity records. Furthermore, the mapping tool enforces data type compatibility (e.g., matching text fields with text fields, or picklist fields with compatible text/picklist fields) to maintain data integrity during lead conversion.

Adım Adım Çözüm

1
Review Lead Custom Field Mapping target object restrictions
Confirm that custom fields on the Lead object can only map to custom fields on Account, Contact, or Opportunity, and standard target fields cannot be selected.
Salesforce standard field mappings are pre-defined and fixed by system architecture.
2
Verify field data type mapping rules
Ensure source and target fields match compatible data types (e.g. Text to Text/Text Area, Picklist to Picklist/Text).
Data type mismatches will prevent mapping setup or lead conversion data population.

Anahtar Kavram

Salesforce Lead Custom Field Mapping rules and target data type compatibility constraints.
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