A Salesforce administrator at a luxury hospitality enterprise is configuring the lead conversion process for corporate event inquiries. The sales operations team specifies two key requirements for lead conversion:
1. Custom lead picklist values tracking 'Event Type' must transfer to a custom field on the newly created Contact record upon conversion.
2. Sales representatives should not have an Opportunity created by default during lead conversion, while still maintaining system flexibility.
Which two administrative actions must the administrator perform to satisfy these business requirements?
- Map the custom 'Event Type' picklist field on the Lead object to a custom picklist field on the Contact object using Lead Custom Field Mapping.Cevap
- Select the setting to default the 'Don't create a new opportunity upon conversion' checkbox in Lead Convert Settings.Cevap
- CMap the custom 'Event Type' picklist field directly to the standard Contact Description field using the Lead Custom Field Mapping tool.
- DCreate a custom Sales Process for the Lead object and assign it to the Lead record type to bypass Opportunity creation.
Cevap
To meet both requirements, the administrator must map the custom Lead picklist field to a custom Contact picklist field of matching data type via Lead Custom Field Mapping, and enable the setting to default the opportunity suppression checkbox in Lead Convert Settings.
The requirements demand transferring custom Lead picklist data to Contact records and defaulting Opportunity suppression during conversion. Custom Lead fields must be mapped to custom fields on target objects of matching data types within Lead Custom Field Mapping. Suppressing Opportunity creation by default is configured centrally in Lead Convert Settings.
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Anahtar Kavram
Lead Custom Field Mapping & Lead Convert Settings