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Typically, you would use field mapping during the lead conversion process to copy custom fields from the Lead object to the Account object, as described earlier. However, if you have more complex requirements or need to perform additional actions when copying the field, you can use a record-triggered flow. Here's how:
Create a Record-Triggered Flow:
Go to Setup > Flows > New Flow.
Select Record-Triggered Flow.
Choose Trigger Conditions:
Set the trigger to Run when a record is created or updated.
Choose the Lead object.
Define entry conditions (if necessary), such as checking if the lead status is "Converted".
Define Flow Actions:
Add a Get Records element to fetch the related Account record.
Add an Assignment element to assign the Market Segment field value from the Lead to the Account.
Add an Update Records element to update the Account record with the assigned value.
Activate the Flow:
Save and activate your flow.
This approach gives you more flexibility and allows you to perform additional actions...
The Answer is D.
To ensure that the custom text field "market segment" from a lead is copied to the converted account record, the administrator should follow these steps:
1. Go to Setup and click on Object Manager.
2. Select the Lead object and click on Fields & Relationships.
3. Click on the "Map Lead Fields" button.
4. Scroll down to the "Account" section and locate the "Market Segment" field.
5. Map the "Market Segment" field from the Lead object to the corresponding field on the Account object.
6. Save the mapping and test the conversion process to confirm that the Market Segment field is now getting copied to the converted Account record.
By mapping the custom field during the lead conversion process, the administrator can ensure that the data is transferred from the lead record to the corresponding account record.