CRT-101 · Question #185
The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the Contact when leads are converted. Which two items should the administrator do to make sure these values…
The correct answer is A. Create a custom picklist field on Contact. C. Map the picklist field on the Lead to the Contact. For a custom Lead field value to carry over to Contact during lead conversion, the field must exist on both objects and be explicitly mapped in the lead field mapping configuration.
Question
The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the Contact when leads are converted. Which two items should the administrator do to make sure these values are populated? Choose 2 answers
Options
- ACreate a custom picklist field on Contact.
- BUpdate the picklist value with a validation rule.
- CMap the picklist field on the Lead to the Contact.
- DSet the picklist field to be required on the Lead Object.
How the community answered
(60 responses)- A82% (49)
- B7% (4)
- D12% (7)
Why each option
For a custom Lead field value to carry over to Contact during lead conversion, the field must exist on both objects and be explicitly mapped in the lead field mapping configuration.
A custom picklist field must first be created on the Contact object because Salesforce can only map a Lead field to a field that already exists on the target object during conversion.
A validation rule on the picklist enforces data entry rules but does not transfer or map field values from Lead to Contact during conversion.
Mapping the Lead picklist field to the Contact picklist field in the Lead Field Mapping setup ensures Salesforce populates the Contact field with the Lead field's value automatically when the lead is converted.
Making the field required on the Lead object ensures data is captured but does not configure the field mapping needed to transfer the value to the Contact on conversion.
Concept tested: Lead conversion custom field mapping configuration
Source: https://help.salesforce.com/s/articleView?id=sf.customize_leadconvert.htm
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