ADM-201 Question #151: Real Exam Question with Answer & Explanation

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.

Explanation

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.

Common mistakes.

• A. 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.
• B. 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.
• C. Configuring a picklist field on the Product object is unrelated to transferring a custom field value from a Lead to an Opportunity during conversion.

Concept tested. Lead field mapping during conversion

Reference. https://help.salesforce.com/s/articleView?id=sf.lead_custom_field_mapping.htm&type=5

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