How to convert custom lead fields in Salesforce?
Salesforce provides a feature, using which users can directly convert Lead into Account-Contact-Opportunity [ACO]. Sometimes, user may have some custom fields in lead object and want information in this field to be transferred to ACO, once the lead has been converted.
How to map lead custom fields to other fields during lead conversion?
To map lead custom fields to other custom fields, Login to Freshsales as an Administrator. Go to Admin settings > Leads module > Add field. There are two ways to map fields. Add/Edit field form: – While adding a lead custom field, click the Field mapping dropdown.
Where do I add custom fields in freshsales?
Before you begin mapping your lead custom fields, make sure you’ve added the corresponding custom fields under contacts, accounts and deals. Else, you can also, Add/Edit field overlay: You can directly create one, from the Field mapping field while adding/editing a lead custom field.
How does the custom object metadata API work?
The Custom Object Metadata API allows you to remotely manage custom object schemas. The API allows you to create a new Custom Object Type or modify an existing one. Once the Custom Object Type has been created or modified, it must be approved for use. For more information about custom objects, please see product documentation here.
Which is the lead source list in Salesforce?
By default, Salesforce offers the following lead source list: Other. You can also add custom fields to this list. Once available, this information helps calculate the ROI of your lead-generating activities and find out if your marketing channels work successfully.
How are lead queues handled in Salesforce.com?
In case your sales team handle leads on a first‐come-first‐served basis, you may benefit from lead queues that store pools of leads grouped by territory, business function and other attributes.
How to automate the lead distribution process in Salesforce?
If your company generates lots of leads or you just want to automate the lead distribution process, you can use assignment rules to route leads to the right sales reps or queues. With this feature, the administrator can specify who should receive a lead and under what conditions.