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How to map custom lead fields in process builder?
You also have the option in Setup to map custom lead fieldsto custom contact, account, and opportunity fields. Beyond just simple field mappings, if you use record typesin your org then if an Account, Contact, or Opportunity are created then the default record typeassigned to the user’s profile is used.
What do I need to do to convert lead Records?
Standard Lead Conversion Process. When you convert lead records, you choose to either create or update an Account and Contact records and (optionally) create a new Opportunity. During conversion, standard lead fields automatically map to the contact, account, and opportunity fields.
What are the standard lead fields in conversion?
During conversion, standard lead fields automatically mapto the contact, account, and opportunity fields. You also have the option in Setup to map custom lead fieldsto custom contact, account, and opportunity fields.
How are custom relationships transferred during lead conversion?
Custom relationships to the lead object do not transfer during conversion. Lookup fields on the lead object can be mapped the same way as any other custom field. However, relationships to the lead object will remain in place, and will not be transferred during conversion.
When to use conversion event in process builder?
The key fields we care about in Process Builder criteria to identify the conversion event is when the IsConvertedfield changes from false to true, then we can use the ConvertedAccountId, ConvertedContactId, and ConvertedOpportunityIdfields from the lead to do pretty much whatever we want.
What can you do with a process builder?
This means we have at our disposal all the capabilitiesof Process Builder to do things like: update related records, make a Chatter post, launch a Flow, or invoke Apex (e.g. to make web service callout to third-party system).
Can a whoid be a contact or a lead?
For custom objects this must be enabled in the Setup page by selecting the Allow Activities option. Name (WhoId) can either be a Contact or a Lead. The purpose of this post is to determine how we can make field updates to the Contact or Lead of a Task when it is non-deterministic which object the WhoId field references.
Can a name be a contact or a lead?
Name (WhoId) can either be a Contact or a Lead. The purpose of this post is to determine how we can make field updates to the Contact or Lead of a Task when it is non-deterministic which object the WhoId field references. The concept discussed can also be applied to the WhatId to make updates to Cases, Opportunities, Campaigns, etc.
How do I do an update records action?
Configure the Immediate Action to do an Update Records action and choose “select a record related to the Task” then choose Name ID (Lead).