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krishna1krishna1 

when lead conversion update account object mapping fields from new lead custom fields

Hi All,

 

when lead conversion we select Existing Account Record. this converted to Account and contact and opportunity but mapping field not updated from newly created lead object fields values.is this possible? if yes please guide me.

 

Thanks

Krishna

Sonam_SFDCSonam_SFDC

Krishna,

 

When lead conoversion happens - custom fields from Leads need to mapped with custom fields from account/Contact/opportunity.

 

Could you please elaborate on your requirement - do you wish to override the custom field values or you wish to stop this override?

krishna1krishna1

Hi Sonam,

 

Thanks for Replay.

 

we want to override custom field old values to new lead conversion custom fields when lead conversion selected account is Existing Record. Is this possible using trigger sonam? 

 

Thanks

Krishna

Sonam_SFDCSonam_SFDC

Hi Krishna,

 

I did some research and looks like you will have to create a custom lead conversion process in order to implement your requirement.

 

 

Chandra RChandra R
this is a pretty old thread but commenting to close this thread.

Per Salesforce documentation (https://help.salesforce.com/articleView?id=leads_notes.htm&type=5), Salesforce adds information from the lead into empty fields; Salesforce does not overwrite the existing account and contact data.