An administrator is creating custom fields on the Lead object to capture prospect intake details and needs to ensure that this data persists when leads are converted. Which two considerations must the administrator keep in mind regarding custom field mapping during lead conversion? (Select 2 answers)
- Custom lead fields can only be mapped to custom fields on the Account, Contact, or Opportunity objects.Cevap
- The destination custom fields on the Account, Contact, or Opportunity objects must exist before mapping can be configured.Cevap
- CCustom lead fields can be directly mapped to existing standard fields on the Contact object.
- DRoll-up summary fields can be created on the Lead object to calculate child record counts prior to conversion using lookup relationships.
- ENew custom picklist fields created on the Lead object are automatically available across all existing record types without manual configuration.
Cevap
Custom lead fields must be mapped exclusively to custom fields on target objects, and target custom fields must be created on the Account, Contact, or Opportunity objects before lead field mapping can be completed.
Custom lead field conversion requires mapping custom fields on the Lead object to existing custom fields on the Account, Contact, or Opportunity objects. Because standard fields cannot serve as mapping targets for custom lead fields, the administrator must create matching custom fields on the target objects prior to configuring the mapping settings.
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Custom Lead Field Mapping and Dependencies