Examkin

Soru

Zorluk: OrtaLead Lifecycle and Lead Conversion

A Salesforce administrator at a commercial real estate advisory firm creates a custom picklist field named 'Investment Strategy' on the Lead object. The operations team requests that when a lead converts, the selected 'Investment Strategy' value populates a custom picklist field of the same name on the resulting Contact record. During initial testing, the Lead converts successfully, but the 'Investment Strategy' field on the newly created Contact record remains blank. Which administrative action is required to ensure this data populates correctly upon conversion?

  1. Configure Lead Custom Field Mapping under the Lead object settings to map the Lead field to the Contact field.Cevap
  2. B
    Add the custom picklist values to the active Sales Process associated with the Lead record type.
  3. C
    Enable automatic API name field matching in Schema Settings to map fields with identical names.
  4. D
    Update the default Contact record type picklist selection to include all values defined on the Lead object.

Cevap

Configure Lead Custom Field Mapping under the Lead object settings to map the Lead field to the Contact field.
To transfer custom Lead field data to Account, Contact, or Opportunity records during lead conversion, an administrator must manually map the custom fields under Object Manager > Lead > Fields & Relationships > Map Lead Fields. Data types must match or be compatible.

Adım Adım Çözüm

1
Identify the mechanism used by Salesforce to transfer custom Lead data during conversion.
Salesforce requires explicit mapping between custom fields on the Lead object and custom fields on the Account, Contact, or Opportunity objects.
Custom lead fields are not automatically mapped upon conversion, regardless of API names or picklist values.
2
Navigate to the Lead Object settings in Object Manager.
Access 'Fields & Relationships' and select 'Map Lead Fields'.
This tool defines how lead custom fields map to target custom fields during conversion.
3
Map the Lead 'Investment Strategy' picklist field to the corresponding Contact 'Investment Strategy' picklist field.
The value selected on the Lead will reliably transfer to the Contact record upon conversion.
Explicit custom field mapping completes the required configuration.

Anahtar Kavram

Lead Custom Field Mapping during Lead Conversion
Tahmini Süre:1m 30s
Bu soruyu puanla

Konular

Lead Lifecycle and Lead Conversion

Bu konudan daha fazla soru