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pirabupirabu 

How to check/create conversion relationship when leads data is converted to accounts and Contacts

Hi,

             I want edit/create  conversion relationship, when leads data is converted to account and contacts.

 

For e.g.:

 

              I have a field project size(leads and accounts)... When I convert  a lead the project size data should convert to accounts project size..

 

Any help on this?

 

chris.noechris.noe

You should be able to do this with the standard Lead custom field mapping functionality assuming that the project size field has the same definition on both the Lead and Account object.  In setup, go to Leads->Fields.  Scroll down to the Lead Custom Fields & Relationships section and click on the Map Lead Fields button.  You should see your project size field in there and you should be able to select "Account.project size" for the mapping on conversion.