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I have created a custom Field for Leads and the same field for contacts. How do I teach Salesforce essentials to migrate the data when i convert a lead to a new account/Contact.

6 commentaires
  1. 13 juil. 2023, 14:25

    Yep, mapping is the way.  to the Account/contact or oppty.  Make sure the field types are the same.  Must map standard to standard or custom to custom.  Some stand fields auto-map and will not be in the field mapping section if you can't find them. 

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