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Zorluk: OrtaLead Lifecycle and Lead Conversion

A Salesforce administrator at a B2B cybersecurity firm is configuring the lead conversion process. The sales team requires that a custom picklist field on the Lead object, named 'Deployment Preference', populates a corresponding custom picklist field on the Opportunity object upon conversion. During initial testing, the administrator observes that when a Lead is converted, the 'Deployment Preference' field on the generated Opportunity remains blank. Which setup step did the administrator miss?

  1. Mapping the custom Lead field to the corresponding custom Opportunity field in the Lead Custom Field Mapping settings.Cevap
  2. B
    Adding the custom picklist values of 'Deployment Preference' to the active Sales Process linked to the Opportunity record type.
  3. C
    Selecting the option to automatically duplicate custom Lead picklists to standard Opportunity object fields during lead conversion.
  4. D
    Assigning the 'Deployment Preference' picklist to the Default Lead Record Type under Object Manager.

Cevap

The administrator missed mapping the custom Lead field to the custom Opportunity field in the Lead Custom Field Mapping settings in Setup.
When converting a Lead in Salesforce, custom fields on the Lead object do not map automatically to destination records. An administrator must define custom field mappings in Setup under Lead Fields & Relationships using the 'Map Lead Fields' tool. Without this step, custom field values will be lost when the Lead is converted.

Adım Adım Çözüm

1
Identify the standard lead conversion behavior for custom fields.
Recognize that while standard lead fields (such as Name and Company) map automatically, custom Lead fields require explicit mapping rules to transfer data to custom fields on Account, Contact, or Opportunity records.
Salesforce does not automatically map custom Lead fields to target fields without explicit setup configuration.
2
Navigate to Object Manager -> Lead -> Fields & Relationships -> Map Lead Fields.
Locate the Lead Field Mapping interface to align the custom Lead picklist field with the corresponding custom Opportunity picklist field.
Explicit custom field mapping ensures data persistence across object conversion.

Anahtar Kavram

Custom Lead Field Mapping during Lead Conversion
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Konular

Lead Lifecycle and Lead Conversion

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