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Question 218 - Certified Administrator discussion

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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?

A.
Ensure the Market Segment field on the Lead is mapped to right field on Account.
Answers
A.
Ensure the Market Segment field on the Lead is mapped to right field on Account.
B.
Ensure Account has a field that has the exact same name as the new Lead field.
Answers
B.
Ensure Account has a field that has the exact same name as the new Lead field.
C.
Write a Validation Rule to ensure the Account has a value in that field.
Answers
C.
Write a Validation Rule to ensure the Account has a value in that field.
D.
Write a record-triggered flow to copy the custom field from Lead to Account.
Answers
D.
Write a record-triggered flow to copy the custom field from Lead to Account.
Suggested answer: A

Explanation:

To ensure Market Segment field from Lead is copied to converted Account record in routine manner without manual intervention , an administrator should ensure Market Segment field on Lead is mapped to right field on Account using Lead Field Mapping tool under Lead Settings. This tool allows mapping custom fields from Lead object to custom fields on Account , Contact , or Opportunity objects so that data is transferred when leads are converted . For example , an administrator can map Market Segment field on Lead to Market Segment field on Account using this tool . Ensuring Account has a field that has same name as new Lead field , writing validation rule , or writing record-triggered flow are not necessary for copying custom fields from Lead to Account . Reference : https :// help . salesforce . com / s / articleView ? id = sf . leads_custom_field_mapping . htm & type = 5

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asked 23/09/2024
Guilherme Silva
27 questions
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