How do you map Lead fields?

How do you map Lead fields?

To map these objects, follow below steps;

1. Navigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen.
2. Click on Map Lead Fields button in Lead Custom Fields & Relationships section.
3. Click on Save.

How do I create a route map in Salesforce?

Right click the boundary, select Mass Actions, and select Add to Route. Note that you can just as easily click a marker individually and select the Actions, and select Add to Route. This is helpful if you need to build out a route one marker at a time.

When to use lookup on two objects from one field?

The use case here is to allow sales reps to enter a referral source for a Lead or Opportunity. This may be a partner referral which would be a Contact or an indirect referral, such as a website, that we would not want to be a Contact record but instead points to a custom object record.

How to create a lookup filter on an existing field?

To create a lookup filter on an existing field: For standard objects, click Your Name | Setup | Customize, select the appropriate object from the Customize menu, and click Fields. For custom objects, click Your Name | Setup | Create | Objects, and select one of the custom objects in the list.

How to map custom lead fields in Salesforce.com?

1. Navigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen. 2. Click on Map Lead Fields button in Lead Custom Fields & Relationships section. 3. In mapping screen for the object Territory, click on dropdown and select Opportunity.Territory

How to get the lookup field dependent to another look-up?

In the fourth column, enter the value or select the field that Salesforce should compare with the field in the first column. Click Add Filter Logic to add Boolean conditions. You can select from fields on the current record, the lookup object, or the user record.