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Zorluk: OrtaLead Lifecycle and Lead Conversion

A Salesforce administrator at a commercial architecture firm creates a custom picklist field named 'Project Scope' on the Lead object. To retain this data during lead conversion, matching custom picklist fields with identical values are created on both the Account and Opportunity objects. However, during conversion testing, the 'Project Scope' field on the newly created Opportunity record remains blank. Which administrative action is required to ensure the lead field data populates on the Opportunity record upon conversion?

  1. Configure Lead Custom Field Mapping in Setup to explicitly map the Lead picklist field to the Opportunity picklist field.Cevap
  2. B
    Assign the custom picklist values to the default Opportunity Record Type for the converting user's profile.
  3. C
    Create an active Sales Process for the Opportunity object that incorporates the custom Lead picklist values.
  4. D
    Change the Opportunity field data type to text because Lead picklist fields can only be mapped to Account records.

Cevap

Configure Lead Custom Field Mapping in Setup to explicitly map the Lead picklist field to the Opportunity picklist field.
In Salesforce, creating custom fields with identical names or picklist values on both the Lead and target objects (Account, Contact, or Opportunity) does not automatically transfer field values upon conversion. An administrator must explicitly map custom Lead fields to custom target object fields using the 'Map Lead Fields' tool in the Lead Object Manager. When correctly mapped to a compatible picklist field on the Opportunity object, the selected value transfers seamlessly during conversion.

Adım Adım Çözüm

1
Identify why custom field data did not transfer during lead conversion.
Recognize that creating custom fields with identical names and types on target objects does not automatically map them during lead conversion.
Salesforce requires explicit configuration to define data transfer between Lead custom fields and target object custom fields.
2
Navigate to Object Manager > Lead > Fields & Relationships > Map Lead Fields in Setup.
Access the custom field mapping interface for Account, Contact, and Opportunity target objects.
This is the native platform tool for linking custom lead fields to corresponding custom fields on converted records.
3
Map the 'Project Scope' Lead field to the 'Project Scope' Opportunity field.
Lead values in 'Project Scope' will now populate on the Opportunity upon lead conversion.
Custom fields must be of compatible data types (such as Picklist to Picklist) and explicitly mapped to transfer data.

Anahtar Kavram

Lead Custom Field Mapping
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Konular

Lead Lifecycle and Lead Conversion

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