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sundar84sundar84 

Lead conversion

Hi Friends

 

I am using force.com group edition. commonly  lead has converted to an opportunity.  but i want to convert the lead to account.  I want to set the account fields when click the "Map Lead Fields" button in the lead custom fields and relationship. Please any one can suggest me how to convert the lead to account. Please post your valuable suggestion.

 

Thanks

Sundar

 

Best Answer chosen by Admin (Salesforce Developers) 
Pradeep_NavatarPradeep_Navatar

I think you have got some misconception. When you convert a lead, the standard lead fields are automatically converted to the account, contact, and opportunity fields listed below. Custom lead fields are converted to custom account, contact, and opportunity fields as specified by your administrator.

 

Lead FieldMaps to
AddressAccount: Billing Address

Contact: Mailing Address

Annual RevenueAccount: Annual Revenue
CampaignOpportunity: Primary Campaign Source

If the lead has multiple associated campaigns, the most recently associated campaign is inserted into the opportunity regardless of whether the user has sharing access to it.

CompanyAccount: Account Name

Contact: Account

Opportunity: Account Name

Opportunity: Opportunity Name

Company Name (Local)Account: Account Name (Local)
DescriptionContact: Description
Do Not CallContact: Do Not Call

This field is not updated for leads converted to existing contacts.

EmailContact: Email
Email Opt OutContact: Email Opt Out

This field is not updated for leads converted to existing contacts.

FaxAccount: Fax

Contact: Fax

Fax Opt OutContact: Fax Opt Out
First NameContact: First Name
First Name (Local)Contact: First Name (Local)
IndustryAccount: Industry
Last NameContact: Last Name
Last Name (Local)Contact: Last Name (Local)
Lead OwnerAccount: Owner

Contact: Owner

Opportunity: Owner

Lead SourceContact: Lead Source

Opportunity: Lead Source

MobileContact: Mobile
No. of EmployeesAccount: Employees
Partner AccountOpportunity: Partner Account

This field is not updated for leads converted to existing opportunities.

PhoneAccount: Phone

Contact: Phone

RatingAccount: Rating
TitleContact: Title
WebsiteAccount: Website

 

To specify the mapping for custom lead fields:

 

  1. Select Setup | Customize | Leads | Fields | Map Lead Fields.
  2. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead.
  3. Click Save.

Did this answer your question? if so, please mark it solved.

 

 

 

Lead FieldMaps to
AddressAccount: Billing Address

Contact: Mailing Address

Annual RevenueAccount: Annual Revenue
CampaignOpportunity: Primary Campaign Source

If the lead has multiple associated campaigns, the most recently associated campaign is inserted into the opportunity regardless of whether the user has sharing access to it.

CompanyAccount: Account Name

Contact: Account

Opportunity: Account Name

Opportunity: Opportunity Name

Company Name (Local)Account: Account Name (Local)
DescriptionContact: Description
Do Not CallContact: Do Not Call

This field is not updated for leads converted to existing contacts.

EmailContact: Email
Email Opt OutContact: Email Opt Out

This field is not updated for leads converted to existing contacts.

FaxAccount: Fax

Contact: Fax

Fax Opt OutContact: Fax Opt Out
First NameContact: First Name
First Name (Local)Contact: First Name (Local)
IndustryAccount: Industry
Last NameContact: Last Name
Last Name (Local)Contact: Last Name (Local)
Lead OwnerAccount: Owner

Contact: Owner

Opportunity: Owner

Lead SourceContact: Lead Source

Opportunity: Lead Source

MobileContact: Mobile
No. of EmployeesAccount: Employees
Partner AccountOpportunity: Partner Account

This field is not updated for leads converted to existing opportunities.

PhoneAccount: Phone

Contact: Phone

RatingAccount: Rating
TitleContact: Title
WebsiteAccount: Website

All Answers

Pradeep_NavatarPradeep_Navatar

I think you have got some misconception. When you convert a lead, the standard lead fields are automatically converted to the account, contact, and opportunity fields listed below. Custom lead fields are converted to custom account, contact, and opportunity fields as specified by your administrator.

 

Lead FieldMaps to
AddressAccount: Billing Address

Contact: Mailing Address

Annual RevenueAccount: Annual Revenue
CampaignOpportunity: Primary Campaign Source

If the lead has multiple associated campaigns, the most recently associated campaign is inserted into the opportunity regardless of whether the user has sharing access to it.

CompanyAccount: Account Name

Contact: Account

Opportunity: Account Name

Opportunity: Opportunity Name

Company Name (Local)Account: Account Name (Local)
DescriptionContact: Description
Do Not CallContact: Do Not Call

This field is not updated for leads converted to existing contacts.

EmailContact: Email
Email Opt OutContact: Email Opt Out

This field is not updated for leads converted to existing contacts.

FaxAccount: Fax

Contact: Fax

Fax Opt OutContact: Fax Opt Out
First NameContact: First Name
First Name (Local)Contact: First Name (Local)
IndustryAccount: Industry
Last NameContact: Last Name
Last Name (Local)Contact: Last Name (Local)
Lead OwnerAccount: Owner

Contact: Owner

Opportunity: Owner

Lead SourceContact: Lead Source

Opportunity: Lead Source

MobileContact: Mobile
No. of EmployeesAccount: Employees
Partner AccountOpportunity: Partner Account

This field is not updated for leads converted to existing opportunities.

PhoneAccount: Phone

Contact: Phone

RatingAccount: Rating
TitleContact: Title
WebsiteAccount: Website

 

To specify the mapping for custom lead fields:

 

  1. Select Setup | Customize | Leads | Fields | Map Lead Fields.
  2. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead.
  3. Click Save.

Did this answer your question? if so, please mark it solved.

 

 

 

Lead FieldMaps to
AddressAccount: Billing Address

Contact: Mailing Address

Annual RevenueAccount: Annual Revenue
CampaignOpportunity: Primary Campaign Source

If the lead has multiple associated campaigns, the most recently associated campaign is inserted into the opportunity regardless of whether the user has sharing access to it.

CompanyAccount: Account Name

Contact: Account

Opportunity: Account Name

Opportunity: Opportunity Name

Company Name (Local)Account: Account Name (Local)
DescriptionContact: Description
Do Not CallContact: Do Not Call

This field is not updated for leads converted to existing contacts.

EmailContact: Email
Email Opt OutContact: Email Opt Out

This field is not updated for leads converted to existing contacts.

FaxAccount: Fax

Contact: Fax

Fax Opt OutContact: Fax Opt Out
First NameContact: First Name
First Name (Local)Contact: First Name (Local)
IndustryAccount: Industry
Last NameContact: Last Name
Last Name (Local)Contact: Last Name (Local)
Lead OwnerAccount: Owner

Contact: Owner

Opportunity: Owner

Lead SourceContact: Lead Source

Opportunity: Lead Source

MobileContact: Mobile
No. of EmployeesAccount: Employees
Partner AccountOpportunity: Partner Account

This field is not updated for leads converted to existing opportunities.

PhoneAccount: Phone

Contact: Phone

RatingAccount: Rating
TitleContact: Title
WebsiteAccount: Website
This was selected as the best answer
sundar84sundar84

Hi Pradeep

 

Thanks for your suggestion..standard fields are automatically converted. but If we want to convert the custom lead fields to account. we must create the custom fields in Account object also?

 

Thanks

Sundar

 

Pradeep_NavatarPradeep_Navatar

You are right. You need to create custom fields in account object also.

 

Hope this helps.