Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect.
When a lead is converted:
After the conversion, the lead record cannot be viewed or edited as a lead but it can be viewed in reports as a lead that means the record is still present. The data within standard lead fields are automatically transferred to contact/account and/or opportunity. The data within custom lead fields to transfer to the contact/account/opportunity during lead conversion, the administrator must map the custom lead fields.
A custom lead field can only be mapped to a single field on either contact, account, or opportunity.
If the account/contact/opportunity already exists then
Next, we have is Opportunities.
< < Previous
Next > >
Your email address will not be published. Required fields are marked *
Online Salesforce Development Course is soon going to be launched. Please fill the form and we will notify you about the course.
Salesforce Administrator Assignments
Forgot your password?
Lost your password? Please enter your email address. You will receive mail with link to set new password.
Back to login