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Zorluk: KolayCustom Fields and Data Types

A Salesforce administrator at a commercial real estate firm needs to ensure that values entered in a custom Date field, Target_Move_In_Date__c, on the Lead object are transferred to a custom field on the Opportunity object whenever a lead is converted. What configuration step is required to meet this requirement?

  1. Create a custom Date field on the Opportunity object and map the custom Lead field to it in the Lead Custom Field Mapping settings.Cevap
  2. B
    Map the custom Lead field directly to a standard Opportunity field using a custom formula expression in the conversion settings.
  3. C
    Create a custom Date field on the Opportunity object and add it to the Opportunity record type picklist assignment.
  4. D
    Create a Roll-Up Summary field on the Opportunity object that references the custom Date field on the Lead object.

Cevap

Create a custom Date field on the target object (Opportunity) with a compatible data type, then map the Lead custom field to the Opportunity custom field using the Map Lead Fields action on the Lead Object Manager page.
To preserve custom lead data during lead conversion, an administrator must create a corresponding custom field on the target object (Account, Contact, or Opportunity) with a compatible data type and map them together in the Lead Custom Field Mapping setup.

Adım Adım Çözüm

1
Create the target field on the Opportunity object
A custom Date field exists on Opportunity to receive the converted data
Salesforce requires a custom field of compatible type on the target object before mapping can occur.
2
Navigate to Lead Object Manager and select 'Fields & Relationships', then 'Map Lead Fields'
Access to the Lead Conversion Mapping setup interface
This interface defines how custom lead data maps to Account, Contact, or Opportunity custom fields during conversion.
3
Map Target_Move_In_Date__c on Lead to the newly created custom Date field on Opportunity
Field mapping configured
Establishes automated data transfer upon successful lead conversion.

Anahtar Kavram

Custom Lead Field Mapping during Lead Conversion
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Konular

Custom Fields and Data Types

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