We have a certain fields on our Campaign and Lead objects.
When we convert the Lead to an Opportunity, (which generates an Account, Contact and Opportunity) we want that certain fields from Campaign and Lead be displayed on these newly created Account, Contact and Opportunity records.
Is there a way to specify which fields (from Lead and Campaign) be displayed upon conversion on the generated Account, Contact and Opportunity?
What is the best way to do so for Picklists, Text fields, check boxes etc.
THank you for your help!
Minhaj Arifin
2 answers
Tom Bassett (Vera Solutions) 
Forum Ambassador
Hello Minhaj,
By default you can map custom lead fields to custom fields on the Account, Contact, Opportunity.
https://help.salesforce.com/articleView?id=sf.customize_mapleads.htm&type=5
If you wanted fields from other objects to display on Account, Contact, Opportunity you'd either need to create a automation that populates these into custom fields and then copy these over as part of standard conversion OR you can create a automation that runs on conversion to copy these values over.
Thanks, Tom
