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Eclipse DeveloperEclipse Developer 

lead conversion and mapping

when I convert a lead, the description text goes from to contact. Is there a way to copy the description text into the Account Description?
Best Answer chosen by Eclipse Developer
Meghna Vijay 7Meghna Vijay 7
Hi Eclipse Develper,

When I convert a lead, the description text goes from to contact -- Standard Functionality
Is there a way to copy the description text into the Account Description? -- There are 2 ways:-

1) Create custom Description Field on Both Lead And Account and use Map Lead Fields on Field & relationships (Lightning experience).
2) Create Trigger on Lead and set the description text same as Account.

Hope it helps, if it does mark it as solved.

Thanks
 

All Answers

Meghna Vijay 7Meghna Vijay 7
Hi Eclipse Develper,

When I convert a lead, the description text goes from to contact -- Standard Functionality
Is there a way to copy the description text into the Account Description? -- There are 2 ways:-

1) Create custom Description Field on Both Lead And Account and use Map Lead Fields on Field & relationships (Lightning experience).
2) Create Trigger on Lead and set the description text same as Account.

Hope it helps, if it does mark it as solved.

Thanks
 
This was selected as the best answer
Piyush Gautam 6Piyush Gautam 6
Hi, 

You can create a Process Builder on Lead, which will run an Apex Code whenever the Lead in converted.

Process BuilderApex Class

Hope it will help you. If does please mark as solved

Thanks