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Misc /Other (Brothers Aluminum) perguntou em #Data Management
13 de fev. de 2016, 04:44

When converting a Lead to an Opportunity how do transfer the data for standard fields like Email, Phone, Lead Source -- These are not listed on the "Lead Custom Fields & Relationships" and therefore may not be requested for "Map Lead Fields" ?

3 respostas
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    13 de fev. de 2016, 06:36
    So the standard fields(those that you have mentioned - Email, Phone and Lead Source) are mapped like as below(automatically by Salesforce):

     

     

    Lead Field   Mapped to Field Email ⇒ Email field on Contact Phone ⇒ Phone field on Account ⇒ Phone field on Contact Lead Source ⇒ Lead Source on Contact ⇒ Lead Source on Opportunity

     

    So you really don't have to do anything additional as these(the Standard Fields) are mapped automatically to the most appropriate field.

     

    Refer link: Lead Conversion Mapping
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