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How to map custom lead fields in Lightning?
In the upper right corner of the Fields & Relationships section, you’ll click on the Map Lead Fields button. Check to see that your lead custom fields are being mapped as you’d like to the Account, Contact and/or Opportunity objects.
How to customize lead to account conversion page?
Give it an upvote or downvote. Ability to Customize Lead Conversion Pagelayout to add Standard and Custom Fields for Account,Contact,Opportunity,Lead and give permission to make Field Required and UnRequired. Really not implemented. We have few required fields during Account Creation, why it can not be added to Lead to Account conversion?
How to convert lead in New Lightning UI?
With the new Lightning UI, Whenever we try to convert Lead than it will give option to choose existing account or we have to create a new Account manually, if existing account is not found and user try to save it . It will throw an error.
Which is the default search in lightning experience?
In Lightning Experience, when you convert the lead, you can select the account during the conversion process. The default search will be the value in the company field on the lead (CertifiedOnDemand.com in this example). This prevents the creation of duplicate accounts upon lead conversion.
How to convert a lead to a new account?
Almost all of their Lead conversion result in new Accounts and now they have to: attempt to create a new Account and get rejected by duplicate rules (matching Lead Company); then retry which ultimately works.
What are the record types for lead conversion?
The default record type of the user performing lead conversion is selected automatically for records created in the conversion process. My organization sells both product and services. Record types are enabled on lead and opportunity. Two record types are present on both objects: one for products, a second for services.