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I have a custom field in the Contact object " Contact_type" which is a picklist field with picklist values as "User","Technical","Admin" and "Executive". When a lead is converted to contact, I want the field to be populated as "User", but when a new contact is created by the user, they should select the three options other than "user". Contact_type field should be a mandatory field.I am using Salesforce lightning.

3 件のコメント
  1. 2019年8月5日 17:49

    I think you need to map the lead field to the contact field so it carries over the lead contact type and uses that to set it on the contact.

    https://help.salesforce.com/articleView?id=customize_mapleads.htm&type=5

    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. In Lightning Experience, a custom lead field can map to account, contact, and opportunity fields at the same time.

    Save your work.

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