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.
댓글 6개
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.
