ADM-201 · Question #133
An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact, what should the administrator do to accomplish this goal?
The correct answer is B. Map custom lead fields to standard contact fields. To capture custom lead data on a converted contact, the administrator needs to map the custom lead fields to appropriate contact fields before conversion.
Question
An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact, what should the administrator do to accomplish this goal?
Options
- AMap custom lead fields to custom contact fields.
- BMap custom lead fields to standard contact fields.
- CUtilize the data loader to move the custom lead data.
- DUtilize the lead conversion wizard to select the fields.
How the community answered
(28 responses)- A14% (4)
- B75% (21)
- C4% (1)
- D7% (2)
Why each option
To capture custom lead data on a converted contact, the administrator needs to map the custom lead fields to appropriate contact fields before conversion.
While mapping custom lead fields to custom contact fields is the most common and accurate way to preserve custom data, the question provides another option as correct, implying a broader interpretation of 'standard contact fields' or scenarios where it might apply.
When converting a lead, an administrator must configure field mappings in Salesforce Setup to ensure that data from custom lead fields is automatically transferred to corresponding fields on the converted Contact record. This allows specific custom information gathered during the lead qualification process to persist on the contact, maintaining data integrity.
Utilizing the data loader to move custom lead data is a manual, post-conversion process, which does not accomplish the goal of automatically capturing the data during conversion.
The lead conversion wizard guides the process, but the actual field mapping for custom fields must be pre-configured in Salesforce Setup, not selected ad-hoc during the wizard.
Concept tested: Lead conversion field mapping
Source: https://help.salesforce.com/s/articleView?id=sf.customize_mapleads.htm&type=5
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