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Soru

Zorluk: KolayLead Lifecycle and Lead Conversion

An administrator at Universal Containers needs to ensure that data captured in a custom field on the Lead object is automatically transferred to a custom field on the Contact object whenever a lead is converted. Which Salesforce configuration tool should the administrator use to fulfill this requirement?

  1. Map Lead Fields under Lead Object Manager settingsCevap
  2. B
    Contact Record Type picklist value assignment settings
  3. C
    Sales Process configuration linked to Opportunity stages
  4. D
    Formula fields on the Contact object referencing converted Lead fields

Cevap

Map Lead Fields under Lead Object Manager settings.
Using the 'Map Lead Fields' feature in the Lead Object Manager settings allows administrators to map custom Lead fields to custom Account, Contact, or Opportunity fields of compatible data types. This ensures data is retained and transferred during conversion.

Adım Adım Çözüm

1
Navigate to Setup > Object Manager > Lead.
Access the admin settings for the Lead object.
Lead field mapping is configured from within the Lead object settings.
2
Select Fields & Relationships and click the 'Map Lead Fields' button.
Open the lead conversion field mapping interface.
This tool defines how custom Lead fields relate to target object fields.
3
Select the Contact tab and pair the source Lead custom field with the target Contact custom field of matching data type.
The custom field mapping for lead conversion is established.
Salesforce copies values from mapped Lead custom fields into their paired Contact fields upon lead conversion.

Anahtar Kavram

Lead Custom Field Mapping during Lead Conversion
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Konular

Lead Lifecycle and Lead Conversion

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