Question

A sales rep at NorthWind Trading complains that when she converts a lead, a custom field called 'Preferred Contact Method' that was populated on the lead record is blank on the newly created Contact record. Other standard fields transfer correctly. What should the administrator do to ensure the custom field value carries over during lead conversion?

Accepted Answer

Configure lead field mapping in Setup so the custom lead field maps to the corresponding custom contact field.

Answer

Create a validation rule on the Contact object requiring the Preferred Contact Method field.

Answer

Add the custom field to the Contact page layout so it becomes visible after conversion.

Answer

Enable field history tracking on the custom lead field so the value is preserved.