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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How do you map custom fields in lead conversion?
Navigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen. Click on Map Lead Fields button in Lead Custom Fields & Relationships section. Click on Save.
How do you map a lead conversion field?
Click icon. Click Leads under MARKETING. Click wrench icon in the top right. Click Lead Conversion Data Mapping. Click Edit button to modify existing field settings or map custom fields. Click Add Mapping button. Consequently, a new set of fields (place holders) will be added to map custom fields.
What is lead mapping?
When you convert lead records, standard lead fields map to contact, account, person account, and opportunity fields. If you use custom fields, your admin specifies the fields that they map to in your newly created records.
When converting a lead How can an admin capture custom lead data on the converted contact?
When a Sales Administrator wants to convert a lead and capture custom lead data on the converted contact they can map custom contact leads to custom contact fields. In order to map custom leads you must go to object management settings for leads and then to the fields section from there.
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