PLAT-ADMN-201 · Question #43
A Platform Administrator at Cloud Kicks has a custom picklist field on Lead, which is missing on the Contact when leads are converted. Which two steps should the administrator take to ensure these…
The correct answer is B. Create a custom picklist field on Contact. C. Map the picklist field on the Lead to the Contact. When a Lead is converted into an Account, Contact, and Opportunity, standard fields are mapped automatically. However, custom fields require manual configuration to ensure d3ata flows through the conversion process. First, the Platform Administrator must create a corresponding…
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Options
- AUpdate the picklist value with a validation rule.
- BCreate a custom picklist field on Contact.
- 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
(46 responses)- A7% (3)
- B78% (36)
- D15% (7)
Explanation
When a Lead is converted into an Account, Contact, and Opportunity, standard fields are mapped automatically. However, custom fields require manual configuration to ensure d3ata flows through the conversion process. First, the Platform Administrator must create a corresponding custom picklist field on the Contact object (Option B) with the same values as the Lead field. Second, the administrator must go to the Lead Object Manager, select "Fields & Relationships," and click Map Lead Fields (Option C). Here, the admin explicitly maps the Lead custom picklist to the newly created Contact custom picklist. Without this mapping, the data will be lost during conversion. Validation rules (Option A) and making the field required (Option D) ensure data exists on the Lead but do not facilitate the transfer of that data to the Contact.
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