How do I customize lead conversion in Salesforce?
From the object management settings for leads, go to the fields section, then click Map Lead Fields. 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.
Can you convert a lead to a custom object?
A lead can be converted into any custom object apart from the 3 standard objects. Field mapping can be done by choosing any field from a Lead of with a similar type of data. Multiple conversion of leads via bulk conversion. Existing records of the custom object can be updated with lead information.
When a lead is converted which object can be optionally created?
When you convert a lead, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead you're converting. If the lead was also a campaign member, Salesforce associates the campaign member record with the new contact. The converted lead becomes a read-only record.
How do I create a lead path in Salesforce?
How to Setup a Path in SalesforceStep 1: Create a New Record Type. ... Step 2: Enable the Path. ... Step 3: Create the Path. ... Step 4: Select Key Fields. ... Step 5: Activate the Path. ... Step 6: Create Additional Salesforce Paths (optional)
How many ways we can Convert lead in Salesforce?
You can only convert a Lead to an existing Opportunity if the Account is already available and when you choose an existing Account, you can then select existing Opportunities related to the Account. -Only 20 matching Opportunities can show when converting and selecting option "existing Opportunities."
How do I Convert multiple leads in Salesforce?
To do a mass conversion on all records found in your job, click the box at the top of the check box column to select All records. Then, click the Mass Convert Leads button to run the process on all of the records.
Do leads get deleted when converted Salesforce?
Converted Leads are unique records that remain in Salesforce for historical reporting purposes. They are not deleted when you delete an Account or Contact.
Can you mass convert leads in Salesforce?
Lead Conversion in Salesforce is usually done one at a time in conventional method. Multiple Lead Converter is a native app that converts multiple number of Leads at a time providing additional features. Multiple Lead Converter is an app, which as the name suggests;can be used to convert multiple leads at a time.
What mandatory objects does a lead convert to?
When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved to the new contact and the lead becomes read only.
How do I customize my path in Salesforce?
Create or Edit key fields using Sales Path in LightningClick on Setup | Customize | Path | Path Settings.Click New Path or Edit next to existing Path Name to customize.Click Next.Click Add/Update Fields.Drag and drop the Key Fields you want to include or exclude (up to 5) in the Selected picklist field and Save.More items...
How do I update lead path in Salesforce?
Update Lead Status Pathway with Helpful InstructionsClick the gear in the upper right corner.Click Setup.In the Quick Find text box on the left side type in 'Path Settings' and click on it.Click Edit next to Leads.Click next.Then click on each of your lead status values to add in any kind of helpful text for your team.More items...
What is opportunity path in Salesforce?
Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. At each step of a path, you can highlight key fields and include customized guidance for success.