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Topics#Data ManagementSF Admin 的问题
SF Admin (FreindshipWorks) 提问于 #Data Management
2018年1月31日 17:52

How to set up the default lead conversion options?

When I click the "Convert" button to convert a lead, I will see a page like a picture below. I would like to set up the default options on this lead conversion page. Where can I find the settings? Thanks

 

How to set up the default lead conversion options?
1 个回答
  1. Giridharan V (Varasi)
    2018年2月1日 11:11
    Hi Admin,

     

    As far as I know, it is not possible to set such default values in lead conversion page. 

     

    However there was an idea to customize this lead conversion page : https://success.salesforce.com/ideaView?id=08730000000Bra8AAC

     

    It is mentioned that this feature is delivered in upcoming spring'18 release.

     

    But when I checked the release notes, there is no such mention about this :

     

    https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/salesforce_release_notes.htm

     

    So hopefully we will have some detailed article / explanation from salesforce themselves.

     

    Regards,

     

    Giridharan

     

    Software Engineer,

     

    Varasi LLC,

     

    www.varasi.com

     

     
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