Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted.
How can these requirements be met?
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A. B. C. D.D
To capture business sector information on a lead and display it on the account and contact once the lead is converted in Salesforce, the following options are provided:
A. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.
This option involves creating a custom field on both the Lead and Account objects. The custom field on the Lead object will be used to capture the business sector information. During the conversion process, the mapping of these two fields can be configured to ensure that the value is transferred from the Lead to the converted Account.
Additionally, a custom formula field needs to be created on the Account object. This formula field will be used to pull the value from the Contact object. By referencing the related Contact object in the formula, the business sector information can be displayed on the Account object.
B. Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
This option involves creating a custom field on both the Lead and Account objects, similar to option A. However, instead of creating a custom formula field on the Account object, a custom formula field needs to be created on the Contact object. This formula field will pull the value from the Account object, allowing the business sector information to be displayed on the Contact object.
C. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.
This option suggests creating a custom field on the Lead, Account, and Contact objects. The custom field on the Lead object will capture the business sector information, while the custom fields on the Account and Contact objects will store this information once the lead is converted.
To ensure that the business sector information is displayed on the Contact object, a trigger needs to be implemented. This trigger will update the Contact field with the value from the Account object.
D. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.
Similar to option A, this option involves creating a custom field on the Lead and Account objects and configuring the mapping of these fields for conversion. The custom field on the Lead object will capture the business sector information, and it will be transferred to the converted Account during the conversion process.
To display the business sector information on the Contact object, a custom formula field needs to be created on the Contact object. This formula field will pull the value from the related Account object, allowing the information to be visible on the Contact record.
In summary, the most appropriate answer would be option A. It covers the requirement by capturing the business sector information on the Lead object, transferring it to the converted Account, and displaying it on the Account object using a custom formula field that pulls the value from the Contact object.