5 Converting Leads to Accounts, Contacts, and Opportunities with Custom Field Mapping | TAMIL

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  • Опубліковано 2 лис 2024

КОМЕНТАРІ • 5

  • @TRIBEZONE-x2p
    @TRIBEZONE-x2p Рік тому +1

    😊

  • @VishnuKumar-vn2ej
    @VishnuKumar-vn2ej 10 місяців тому +1

    I need to map standard field (lead source) from lead to account custom field (lead source) is that possible ?

    • @salesforce_in_tamil_by_goutham
      @salesforce_in_tamil_by_goutham  10 місяців тому +1

      Currently when converting a Lead record into Account, Contact and Opportunity records, the standard Lead Description field is mapped into the Contact Description field. Since Salesforce only allows for custom fields to be mapped together in Setup using the Map Lead Fields feature, users who want to map standard fields to custom fields and vice versa or other standard fields can leverage automation as workaround such as Salesforce Flows, as a workaround to map standard fields like "Lead Source" from the Lead object to custom fields on related objects like Account, Contact, and Opportunity during the Lead conversion process.

    • @VishnuKumar-vn2ej
      @VishnuKumar-vn2ej 10 місяців тому +2

      @@salesforce_in_tamil_by_goutham thanks for the reply 💙