Changing account fields that show for existing accounts on lead and referral conversion form page?

Question

Hi All,

I am wondering if its possible (and where I go in the backend) to change out the fields that show for the existing accounts in the lead conversion form?

For context, I am working within Financial Services Cloud and currently the following account fields show: Total Financial Accounts, AUM, Category, Next Interaction, Last Interaction (in More Information drop-down) for existing accounts that are recommended when converting a lead.

Thanks in advance for any and all help.

Ricki

Changing account fields that show for existing accounts on lead and referral conversion form page?

Manasa Udupi · Accepted Answer

Hi Ricki,

Looks like its not possible to edit this layout using configuration. You can vote this idea : https://success.salesforce.com/ideaView?id=0873A000000lLe0QAE

You need to override this page using code. This thread has more details : https://success.salesforce.com/answers?id=9063A000000ZtU0QAK

Ricki Reay · Answer

Thanks for responding, Manasa!

Changing account fields that show for existing accounts on lead and referral conversion form page?

Data Management

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