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BenzingaBenzinga 

Converting Additional Fields from Leads to Contacts/Accounts

Is there anyway to convert additional fields from leads to accounts/contact?

 

Like, lets say I wanted to put a section for both a contact email as well as an account email, could I do this and then convert them appropriately?

Best Answer chosen by Admin (Salesforce Developers) 
JustDJustD

Yes, you can do this.  Once you have new fields on Lead that you want to convert to Account, Contact or Opportunity you need to do the following:

 

1. Go to customise Leads

2. Select "Fields"

3. Next to the "New" button above your custom fields you will find "Map Lead Fields" - click this

4. Find the Lead field in the list and select where it must map to on conversion

5. Save and you are done.

 

 

All Answers

JustDJustD

Yes, you can do this.  Once you have new fields on Lead that you want to convert to Account, Contact or Opportunity you need to do the following:

 

1. Go to customise Leads

2. Select "Fields"

3. Next to the "New" button above your custom fields you will find "Map Lead Fields" - click this

4. Find the Lead field in the list and select where it must map to on conversion

5. Save and you are done.

 

 

This was selected as the best answer
BenzingaBenzinga

Now is there a way to modify field mapping for standard fields? Or to remove the requirement to create a contact when converting a lead to an account?