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raj161raj161 

Lead convert move fields from Lead to Account.

Hi,

I am looking if there is any set up I can make so that I can move few of the custom fields on Lead to Account during the Lead Conversion process. I know I can do this by writing a trigger on Lead. But I am not sure if there is any way I can get this with out writing a code?

 

Thanks in advance.

Raj

jkucerajkucera

You can - the restrictions are that the field type has to be the same on both lead & account, you cannot map a custom field to a standard field, and you cannot map 1 lead field to both contact and account.

 

Go to setup-->Leads-->Fields-->(scroll down to custom fields)-->Map Fields

raj161raj161

Got it.

 

Appreciate your help.

 

Thanks

Raj