Salesforce: Part 2 – Default Lead Conversion Mapping For Person Account
March 10, 2014 /
Posted in Salesforce Corner
We have released Part 1 of the default lead conversion mapping for a business account. Here we would like to share with you part 2 of the lead conversion mapping which is related to a personal account.
Lead Fields (Converted from) | Person Account Fields (Converted To) | Opportunity Fields (Converted To) |
First Name | First Name | |
Last Name | Last Name | |
First Name + Last Name | Account Name | Account NameOpportunity Name |
Title | Title | |
Lead Source | Lead Source | Lead Source |
Campaign | Primary Campaign Source | |
Annual Revenue | Annual Revenue | |
Phone | Phone | Phone |
Mobile | Mobile | |
Fax | Fax | |
Fax Opt Out | Fax Opt Out | |
Email Opt Out | Email Opt Out | |
Website | Website | |
Rating | Rating | |
No. of Employees | Employees | |
Address | Billing Address | |
Description | Description | |
Do Not Call | Do Not Call | |
Industry | Industry | |
Owner | Owner | Owner |