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CRT-101 · Question #138

At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion. What action should the…

The correct answer is C. Create a custom field on the Opportunity and map the two fields. Salesforce's Lead Conversion field mapping feature allows custom fields on Leads to be mapped to corresponding fields on the objects created during conversion (Contact, Account, Opportunity). To map the Product Category field to the Opportunity, the administrator must first…

Object Manager and Lightning App Builder

Question

At Universal Containers, there is a custom field on the Lead named Product Category. Management wants 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's product category field.
  • BCreate a workflow to update Opportunity fields based on the lead.
  • CCreate a custom field on the Opportunity and map the two fields.
  • DConfigure the product categories picklist field on the product.

How the community answered

(35 responses)
  • A
    6% (2)
  • B
    3% (1)
  • C
    91% (32)

Explanation

Salesforce's Lead Conversion field mapping feature allows custom fields on Leads to be mapped to corresponding fields on the objects created during conversion (Contact, Account, Opportunity). To map the Product Category field to the Opportunity, the administrator must first create a custom field on the Opportunity object with a compatible field type, then map the Lead's Product Category field to the new Opportunity field via Setup > Lead Fields > Map Lead Fields. Option A is incorrect because product fields are on the Product/PricebookEntry objects, not directly on Opportunity. Option B (workflow) would only fire after conversion and is not the standard mapping mechanism. Option D configures product catalog settings, which is unrelated to lead conversion field mapping.

Topics

#Lead Conversion#Custom Fields#Field Mapping

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