Salesforce: Part 2 – Default Lead Conversion Mapping For Person Account
March 10, 2014 / / Comments Off on Salesforce: Part 2 – Default Lead Conversion Mapping For Person Account
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 |
