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Mapping Additional Fields During Lead Conversion

Before 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:

  • Create new account, contact, and opportunity records, which are automatically linked to the lead record

    NOTE: The fields in the new records are filled in with the values in the lead record.

  • Link the lead record to existing account, contact, and opportunity records that they select when converting the lead

    NOTE: With existing records, fields that already have values remain unchanged. Fields that are blank are updated with the mapped lead field value.

About Customized Picklist Fields and Values

You 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

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Data Rules & Assignment section, click the Data Rules & Assignment link.
  3. In the Assignment Rules section, click the Lead Conversion Mapping link.
  4. On the Lead Conversion Mapping page, select the fields to map.
  5. To revert the mapping back to the default settings, click the Default button in the title bar.
  6. Click Save.

Published 05/11/2007