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Question 194 - Certified Administrator discussion

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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?

A.
Map the lead custom field to the product's product category field.
Answers
A.
Map the lead custom field to the product's product category field.
B.
Create a workflow to update Opportunity fields based on the lead.
Answers
B.
Create a workflow to update Opportunity fields based on the lead.
C.
Create a custom field on the Opportunity and map the two fields.
Answers
C.
Create a custom field on the Opportunity and map the two fields.
D.
Configure the product categories picklist field on the product.
Answers
D.
Configure the product categories picklist field on the product.
Suggested answer: C

Explanation:

To transfer data from a lead custom field to an opportunity field upon lead conversion, an administrator needs to create a custom field on the opportunity object that matches the data type and length of the lead custom field, and then map the two fields using the lead field mapping tool under setup. This will ensure that the value of the product category field on the lead is copied to the corresponding field on the opportunity when the lead is converted.

Reference: https://help.salesforce.com/s/articleView?id=sf.leads_customize_map.htm&type=5

asked 23/09/2024
Abdulilah Alhousainy
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