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Zorluk: OrtaLead Lifecycle and Lead Conversion

A Salesforce administrator at an industrial equipment manufacturing company is setting up the lead conversion process. The business requires that a custom picklist field on the Lead object, named 'Purchasing Urgency', is preserved on the newly created Contact record when a lead is converted. Which administrative requirement must be met to ensure the custom lead field data is transferred to the Contact record during lead conversion?

  1. Create a custom field of a compatible data type on the Contact object and configure the mapping in Lead Custom Field Mapping settings.Cevap
  2. B
    Add the custom picklist values to the default Contact Record Type picklist assignment settings prior to conversion.
  3. C
    Link the custom Lead field to an active Sales Process so that values automatically cascade to converted Contact records.
  4. D
    Ensure both fields share the exact same API name so that standard lead conversion automatic mapping can transfer the data.

Cevap

Create a custom field of a compatible data type on the Contact object and configure the mapping in Lead Custom Field Mapping settings.
To preserve custom lead field values on converted records, an administrator must create a custom field of a compatible type on the target object (Account, Contact, or Opportunity) and explicitly map the fields using the Lead Custom Field Mapping feature in Object Manager.

Adım Adım Çözüm

1
Identify the target object and create the receiving custom field.
A custom Contact field of a compatible data type (e.g., Picklist or Text) is created.
Salesforce requires an existing custom target field on the Contact object to receive converted lead data.
2
Navigate to Object Manager > Lead > Fields & Relationships, then click Map Lead Fields.
The Lead Custom Field Mapping interface is accessed.
This setup screen allows administrators to map custom Lead fields to custom fields on Account, Contact, or Opportunity objects.
3
Map the Lead custom picklist field to the newly created Contact custom field and save.
Data from the custom lead field will automatically populate on the Contact record upon lead conversion.
Explicit custom field mapping configuration is mandatory for custom data transfer across lead conversion.

Anahtar Kavram

Custom Lead Field Mapping during Lead Conversion
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Konular

Lead Lifecycle and Lead Conversion

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