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Question 127/127
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?
What should the administrator do to ensure the Market Segment field from a Lead is copied to the converted Account record in routine?
Correct Answer: A
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 . References : https :// help . salesforce . com / s / articleView ? id = sf .
leads_custom_field_mapping . htm & type = 5
, writing validation rule , or writing record-triggered flow are not necessary for copying custom fields from Lead to Account . References : https :// help . salesforce . com / s / articleView ? id = sf .
leads_custom_field_mapping . htm & type = 5
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Recent Comments (The most recent comments are at the top.)
The correct answer is:
✅ A. Ensure the Market Segment field on the Lead is mapped to the right field on Account.
Explanation
During Lead conversion, Salesforce copies values from Lead fields to Account, Contact, and Opportunity only if those fields are mapped in:
Setup → Object Manager → Lead → Fields & Relationships → Map Lead Fields
To copy Market Segment:
Create or identify the matching field on Account.
Map the Lead.Market_Segment__c field to Account.Market_Segment__c in Lead Field Mapping.
Once mapped, Salesforce will automatically copy the value on conversion.