AW Computing has added a new custom text field called Market Segment on the Lead object. When a Lead is converted, the new field is not getting copied to the Account record. What should the administrator do to ensure the Market Segment field from a Lead is copied to the converted Account record in routine?

Question

Accepted Answer

D. Write a record-triggered flow to copy the custom field from Lead to Account. A record-triggered flow can be configured to execute upon Lead conversion, explicitly copying the value from the custom 'Market Segment' field on the Lead record to the corresponding field on the newly created or updated Account record, providing a robust and flexible solution.

Answer

A. Ensure the Market Segment field on the Lead is mapped to right field on Account. While standard Lead field mapping is the typical way, the question states it's 'not getting copied,' implying that the standard mapping is either missing, incorrect, or insufficient for the specific requirement.

Answer

B. Ensure Account has a field that has the exact same name as the new Lead field. Having the exact same field name is not a strict requirement for mapping custom fields during Lead conversion; fields with different names can still be mapped.

Answer

C. Write a Validation Rule to ensure the Account has a value in that field. A Validation Rule would prevent saving an Account record if the field is empty, but it does not automate the copying of the value from the Lead record to populate it.

AW Computing has added a new custom text field called Market Segment on the Lead object. When a Lead is converted, the new field is not getting copied to the Account record. What should the administra

Question

Options

How the community answered

Why each option

Topics

Community Discussion