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Adeline Moore Lead standard description field mapping
How can I map the Standard Descrition field in my Lead to my Contact Standard Descripton field? Or do I create a New Custom Descrition field on Contact record? Either way I cant figure out how to not lose the data when converting. I think I actually lost my data:(
For mapping Lead standard description field to another Object, Here are the steps to follow
- Export all the data currently residing in the Lead Description field as well as the Object's Description field that you want to map
- Create a custom Long Area Text field for both Leads and the other object. You can use Description as the Label and name of the field.
- Mass Update all Lead and Contact records to move the values from the standard Description to the custom Description field. You can follow the steps in this document:
- https://help.salesforce.com/articleView?id=performing_mass_updates.htm&type=0
- Remove the standard Description fields from the page layout for both objects and then replace them with the custom fields.
- After the fields has been created and updated, you can then use the Map Lead Fields option: Setup > Customize > Leads > Fields and select the Map Lead Fields button.
For more information, Please check below link oncehttps://help.salesforce.com/articleView?id=000004968&type=1
We hope it helps you
BestRegrads
Sagarika