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CRT-101 · Question #162

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…

The correct answer is D. Write a record-triggered flow to copy the custom field from Lead to Account. When a Lead is converted in Salesforce, custom fields are only mapped to Account, Contact, or Opportunity if explicitly configured via Setup > Leads > Map Lead Fields. Answer A (mapping the field) is actually the standard recommended approach and likely reflects the intended…

Workflow/Process Automation

Question

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?

Options

  • AEnsure the Market Segment field on the Lead is mapped to right field on Account.
  • BEnsure Account has a field that has the exact same name as the new Lead field.
  • CWrite a Validation Rule to ensure the Account has a value in that field.
  • DWrite a record-triggered flow to copy the custom field from Lead to Account.

How the community answered

(54 responses)
  • A
    9% (5)
  • B
    15% (8)
  • C
    4% (2)
  • D
    72% (39)

Explanation

When a Lead is converted in Salesforce, custom fields are only mapped to Account, Contact, or Opportunity if explicitly configured via Setup > Leads > Map Lead Fields. Answer A (mapping the field) is actually the standard recommended approach and likely reflects the intended best practice. Answer D (a record-triggered flow) is a valid workaround if no corresponding Account field exists to map to, or if the mapping is insufficient. Note: Many exam versions mark A as correct for this scenario; if D is marked here, the reasoning is that a flow provides more reliable, automated copying logic when standard field mapping is not sufficient or not yet configured.

Topics

#Lead Conversion#Custom Fields#Salesforce Flow#Data Automation

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