How many other fields may a custom lead field be mapped to when converting a lead?
A custom lead field can map to custom account, contact, and opportunity fields simultaneously. Each target field can have only one source field mapped to it. You can’t delete a field that’s included in Lead Custom Field Mapping.
What record can be created when a lead is converted?
When you convert a lead, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead you’re converting. If the lead was also a campaign member, Salesforce associates the campaign member record with the new contact.
How do you calculate lead conversion?
Lead conversion rate measures the percentage of your leads that end up converting to opportunities. To calculate lead conversion rate, you take the number of leads converted to opportunities in a period, and divide that by the number of leads created in that period.
Which is the default record type for lead conversion?
When converting Leads, please give us the ability to define the Record Type for any new Accounts, Contacts, or Opportunities that are created. Today, records created from a Lead conversion take on the default Record Type of the User performing the Lead conversion.
When to use convert lead to create opportunity?
To comment or vote on this idea, please visit Customize lead convert. Presently, if you have Opportunity Record Types and use the Convert Lead to create your Opportunity, the system creates the Opportuntiy Record based on the default in the user’s profile….rather than allowing the user to specify which record type they wish to use.
What happens when a lead is converted in Salesforce?
Your lead is ready to be converted to an opportunity. When you convert a lead, Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity.
How to map lead record types in Salesforce?
Go to Customise>Leads>Fields>Map Lead Fields and map the Master Record Type to the newly created Account Master Record Type. So the next stage is to grab this value on accounts for all the other objects you have separate record types for.