ADM-201 · Question #151
At Universal Containers, there is a custom field on the Lead named Product_Category_c. Management would like this information to be part of the opportunity upon lead conversion. What action should the
The correct answer is D. Create a custom field on the Opportunity and map the two fields.. To transfer custom field data from a Lead to an Opportunity during conversion, an administrator must create a corresponding custom field on the Opportunity object and then map the two fields.
Question
At Universal Containers, there is a custom field on the Lead named Product_Category_c. Management would like this information to be part of the opportunity upon lead conversion. What action should the administrator take to satisfy the request?
Options
- AMap the lead custom field to the product' product category field.
- BCrete a workflow to update opportunity fields based on the lead.
- CConfigure the product categories picklist field on the product.
- DCreate a custom field on the Opportunity and map the two fields.
How the community answered
(15 responses)- A7% (1)
- B13% (2)
- C7% (1)
- D73% (11)
Why each option
To transfer custom field data from a Lead to an Opportunity during conversion, an administrator must create a corresponding custom field on the Opportunity object and then map the two fields.
Mapping a lead custom field to a product's product category field will not transfer the data to the Opportunity record itself, as the product is a separate object.
Workflows cannot directly update opportunity fields based on lead fields *during the conversion process* in a mapping-like fashion; the correct approach for data transfer upon conversion is field mapping.
Configuring a picklist field on the Product object is unrelated to transferring a custom field value from a Lead to an Opportunity during conversion.
During lead conversion, custom field values from the Lead object can be automatically transferred to the Account, Contact, or Opportunity objects by creating custom fields with matching data types on the target object (Opportunity in this case) and then mapping the Lead custom field to the new Opportunity custom field.
Concept tested: Lead field mapping during conversion
Source: https://help.salesforce.com/s/articleView?id=sf.lead_custom_field_mapping.htm&type=5
Topics
Community Discussion
No community discussion yet for this question.