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AnnieG custom fields transferrable?
I am interested in knowing if the custom fields on a Lead record at Salesforce,
if
they also exist on the Contact record at Salesforce, will the information be
transferred when the lead is elevated to a Contact?
So, for example, the custom id field on the lead , if we
also had that same field on the Contact, and then we create an Account from
the Lead record at Salesforce, which would create a contact record... Will it pull
across the id custom field?
Thanks for your reply!
they also exist on the Contact record at Salesforce, will the information be
transferred when the lead is elevated to a Contact?
So, for example, the custom id field on the lead , if we
also had that same field on the Contact, and then we create an Account from
the Lead record at Salesforce, which would create a contact record... Will it pull
across the id custom field?
Thanks for your reply!
It is pretty easy, once you do it the first time.
Step 1. Create the custom field in both the lead and the contact, account, or opportunity object. The name does not have to be the same, but I think the type does.
Step 2. In the Setup, Leads, Fields, select the Map Lead Fields button. This will display a list of all of your custom lead fields and available target fields (custom fields in contacts, accounts, and opportunities). Select the one that is appropriate for each field.
When a lead is converted, the mapping will be followed to populate custom fields from the lead information. Note that each lead field can only be mapped to a single field.
AnnieGThanks for replying. That really helped.