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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.
Can a converted lead be modified in Salesforce?
1. Converted leads cannot be modified (even via the API) without the “View and Edit Converted Leads” permission (which is NOT assigned to the System Administrator profile) [updated ‘Spring 17]. 2. Custom fields on each object are maintained separately.
Is there way to convert a lead to an existing opportunity?
There is no way to convert a lead to an existing opportunity. Salesforce will attempt to find accounts with the same name as the field “Company” on the lead record. If an account name contains the company’s name, then you will have the option to use the existing account record:
How does lead conversion custom field mapping work?
In order for data within custom lead fields to transfer to the contact/account/opportunity during lead conversion, the administrator must map the custom lead fields. How does lead conversion custom field mapping work?
How do I convert a lead to a person account?
If you’ve enabled person accounts and the lead record didn’t include a company name, the lead is converted into a person account and an opportunity. On the Leads tab, select a lead to convert. Click Convert. In the Account Name field, either select a new account or search for an existing one.
How are custom object records converted to contact records?
When Leads are converted, allow custom object records that are related to that Lead to be converted to the Contact record (similar to the way that the standard Activity and Campaign objects are converted). The graphic above is one way it could be done. Or it could be an option on the custom object settings.
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.