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Mapping Additional Fields During Lead ConversionBefore you begin. To perform the procedures described in this section, your role must include the Data Rules and Assignment privilege. Employees at your company can leverage lead records by converting the lead record to an account, contact, or opportunity record. During the lead conversion, some values are carried over to the new records by default. However, you can extend the amount of information that is carried over by mapping additional fields, including custom fields. When users convert a lead record, they can do one of the following:
About Customized Picklist Fields and ValuesYou can map picklist fields from the lead record to text fields (long or short) on account, contact, and opportunity records, or to a picklist field with identical values. To map additional fields when converting a lead record
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Published 05/11/2007 |