Salesforce provides a feature that we can use while lead conversion so that users can map lead custom fields according to their requirements. In Salesforce, you can map custom lead fields to custom fields on Accounts, Contacts & Opportunities with the same field type to populate these fields automatically.
Full Answer
How to map custom lead fields for lead conversion?
Guidelines for Mapping Custom Lead Fields for Lead Conversion Considerations for Customizing Opportunity Teams Set a Default Product Quantity of 1 on Opportunities Enable and Configure Similar Opportunities Enable Orders Without Price Books Organize Products with Product Families Define Default Settings for Lead Creation
How to merge duplicate leads in Salesforce classic?
Merge Duplicate Leads in Salesforce Classic Select a Forecast Rollup Method in Collaborative Forecasts Project Sales with Collaborative Forecasts Share Forecasts and Manage Shared Forecasts Partner Portal User Opportunities in Collaborative Forecasts Collaborative Forecasts: What’s Different or Not Available in the...
How to show changed deals considerations for deleting leads?
Manage Settings to Show Changed Deals Considerations for Deleting Leads Update Leads with Third-Party Data Considerations for Converting Leads Merge Duplicate Leads in Lightning Experience Displaying and Editing Leads Reassign Leads from a Queue Convert Qualified Leads
Why are my support phone lines disconnected in Salesforce?
Support line disruption The Salesforce Technology team is aware of feature disruption wherein the incoming support phone lines are getting intermittently disconnected. The team is working on multiple paths to resolve the issue.
Can we deploy lead field mapping in Salesforce?
You can deploy lead mapping with a tool called Gearset. Use LeadConvertSettings.
Are reports supported in change sets?
Reports stored in the Unfiled Public Reports folder appear in the list of reports that can be added to the change set, but they aren't deployed even if added to the change set. To deploy a private or unfiled report using a change set, first copy or move the report to a different report folder.
How do I show lead mapping in Salesforce?
Mapping Custom Lead Fields in SalesforceNavigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen.Click on Map Lead Fields button in Lead Custom Fields & Relationships section. ... Click on Save.
How do I change lead mapping in Salesforce?
Map Lead Fields to Accounts, Contacts and OpportunitiesClick the gear icon in the upper right and click Setup.Click the Object Manager tab.Click on the object you want your Lead field to map to (Account, Contact, or Opportunity)Click Fields & Relationships in the left navigation.Click New. ... Click Next.More items...
What Cannot be deployed using change sets?
With Salesforce ChangeSets, you cannot deploy all the types of metadata components in one shot. For example, if you are deploying custom settings and a Visualforce page which leverages those custom settings, you cannot deploy all those components at once.
What are 3 characteristics of change set deployment?
ChangeSet questionThey require a deployment connection.They can be used only between related organisation.They use an all or non deployment model.They can be used to transfer contact records.They can be used to deploy custom settings data.
What is lead field mapping?
When you convert lead records, standard lead fields map to contact, account, person account, and opportunity fields. If you use custom fields, your admin specifies the fields that they map to in your newly created records. Lead Field.
What is field mapping in the lead conversion process in Salesforce?
1:343:33Mapping lead conversion fields - YouTubeYouTubeStart of suggested clipEnd of suggested clipAll right so this will be a quick little overview of how to set up your lead conversion mapping. SoMoreAll right so this will be a quick little overview of how to set up your lead conversion mapping. So this is a really straightforward. Process but it's definitely beneficial to go through to make sure
How do you map lead source to account source?
Option two: Create your lead source mapping processCreate a Lead Custom Field of a Formula Text type : Field Name: Lead Source Text (Hidden) ... Create an Account custom Text field: Field Name: Account Source Text (Hidden) ... Setup Lead field mapping: ... Create process builder on Accounts with the Rule Criteria:
How many other fields may a custom lead field be mapped to when converting a lead?
Each target field can have only one source field mapped to it. You can map auto-number fields to field types text or text area.
How do I enable lead conversion in Salesforce?
From Lightning Experience Setup, enter Lead Settings in the Quick Find Box. Then click Lead Settings.Click Edit.Select Enable Conversions for Salesforce Mobile.Save your changes.
What is lead conversion process in Salesforce?
Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect.
What are the types of reports?
What Are The Different Types Of Reports?Informational Reports. The first in our list of reporting types are informational reports. ... Analytical Reports. ... Operational Reports. ... Product Reports. ... Industry Reports. ... Department Reports. ... Progress Reports. ... Internal Reports.More items...•
How do you deploy a custom report type in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...