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How are standard lead fields converted to custom?
Standard and Custom Lead Fields The system automatically maps standard lead fields to standard account, contact, and opportunity fields. For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields.
What happens when a lead is converted to data.com?
If you use Data.com Corporate, no D&B Company record is created, but the lead’s Data.com Key field value transfers to the contact’s Data.com Key field. Divisions: The new account, contact, and opportunity are assigned to the same division as the lead.
Where do I find converted leads in Salesforce?
If you have custom lead fields, that information can be inserted into custom account, contact, or opportunity fields. Converted leads can’t be viewed, although they appear in lead reports. Salesforce updates the Last Modified Date and Last Modified By system fields on converted leads when picklist values included on converted leads are changed.
How are contact and opportunity assigned in lead conversion?
Divisions: The new account, contact, and opportunity are assigned to the same division as the lead. If you update an existing account during lead conversion, the account’s division is not changed, and the new contact and opportunity inherit the account’s division.
Why do I Forget to map my lead fields?
A lot of valuable information can be captured on a lead and in most cases I see it is just lost. People just simply forget to go map the fields over to Contact/Account and finding the place to do this is not super obvious either.
How to map lead fields in Salesforce Dev?
Salesforce Lead Conversion Field Mapping Step 1 . Step 2) Click on the Lead Field Mappping Button in the section between the standard Salesforce Lead fields and the Custom Lead Fields. Salesforce Convert Map Lead Fields . Step 3) Map the various Salesforce Lead fields to the fields on the Salesforce Contact and Account objects.