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Zorluk: OrtaCustom Fields and Data Types

A Salesforce administrator at a commercial vehicle leasing company needs to capture a custom 'Contract Duration' value on Lead records and ensure that this data transfers automatically to a custom field on the Opportunity record whenever a Lead is converted. Which administrative action is required to meet this requirement?

  1. Navigate to Fields & Relationships on the Lead object and configure the custom field mapping to link the Lead field to the corresponding custom Opportunity field.Cevap
  2. B
    Create a formula field on the Opportunity object that directly references the custom Lead field using cross-object relationship notation.
  3. C
    Create a Roll-Up Summary field on the Account object that aggregates the custom field value from the associated converted Lead records via lookup.
  4. D
    Assign the custom Lead field to all active Opportunity Record Types to allow automatic field value inheritance during conversion.

Cevap

Configure custom lead field mapping under the Lead object's Fields & Relationships settings to link the custom Lead field to the custom Opportunity field.
To preserve custom lead field values when converting a lead into an account, contact, or opportunity, an administrator must navigate to Object Manager > Lead > Fields & Relationships and click 'Map Lead Fields' to explicitly pair the source custom lead field with an appropriately typed target custom field.

Adım Adım Çözüm

1
Identify the data transfer requirement during lead conversion.
Recognize that custom lead fields do not automatically populate target object fields upon conversion unless mapped.
Salesforce requires explicit mapping between custom fields on the Lead object and matching custom fields on Account, Contact, or Opportunity.
2
Navigate to Object Manager > Lead > Fields & Relationships > Map Lead Fields.
Access the lead conversion field mapping interface.
This interface allows administrators to pair custom Lead fields with custom destination fields of compatible data types.
3
Map the custom Lead field to the target custom field on the Opportunity object.
Ensure seamless data flow from Lead to Opportunity during conversion.
This completes the setup required for automated data preservation upon lead conversion.

Anahtar Kavram

Lead Custom Field Mapping
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Konular

Custom Fields and Data Types

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