An administrator at Cloud Kicks is changing a custom field on the Lead object named 'Preferred Contact Method' from a Text data type to a Picklist data type. The administrator also needs to ensure that the data captured in this field transfers to a custom field on the Contact record when a lead is converted. What requirement must the administrator keep in mind when executing this field modification and mapping?
- The administrator must explicitly map the custom Lead field to the corresponding custom Contact field within the Lead Convert Settings after updating the data type.Cevap
- BChanging a Lead field's data type automatically creates and maps a matching custom field on the Contact object during lead conversion.
- CConverting a custom field from Text to Picklist requires converting the Contact lookup relationship into a Master-Detail relationship first.
- DNewly defined picklist values are automatically added to all available record types on the Lead object upon data type conversion.
Cevap
The administrator must explicitly map the custom Lead field to the corresponding custom Contact field within the Lead Convert Settings after updating the data type.
When converting custom lead fields or setting up lead conversion data transfer, administrators must navigate to Lead Convert Settings in Object Manager and manually map the custom Lead field to a compatible custom field on the Account, Contact, or Opportunity object.
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Custom Lead Field Mapping and Data Type Conversion