MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

CRM Apps Lab™ Lead Field Mapper: Convert to Account & Contact standard fields

By CRM.Team™

Maps Lead fields to Account & Contact Standard Fields on Lead Conversion

No Ratings
Free  

Never requires payment

Try It
Business Need
Data Cleansing
Requires
Sales Cloud

It can be frustrating that there are no direct mappings from Lead fields to Account/Contact Standard fields on Lead Conversion. This simple app maps Lead Source to Account Source and Lead Birthdate and Department to Contact standard fields.

Highlights

LEAD SECURITY - to automatically map the Birthdate and Department fields on the Lead object to the relevant standard fields on Contact object, make sure that users have at least READ permission to the new Birthdate and Department fields on Lead object.

ACCOUNT & CONTACT SECURITY - we honour profile permissions & permission sets on lead conversion to standard fields, so to allow users to UPDATE Birthdate & Department on the Contact object you must ensure that the user converting the Lead has permission.

DATA PRESERVATION - when converting a lead to an existing Account and Contact, if the target field (Account Source, Contact Birthdate/Department) is already populated, the app will NOT overwrite this.

Provider Details

CRM.Team™
United Kingdom
Founded
2011
Website
Email
Phone
+44 (0) 1279-882290 | +1 (646) 844 2761

Welcome to CRM.Team™ We're your dedicated and long-standing Salesforce Consulting and ISV Partner since 2011. Our portfolio of apps range from *FREE*, super helpful Salesforce admin tools to premium apps such as the amazing 5-STAR, pricing and quote app: Flexpricer® CPQ Install any of our products and you're immediately in great hands. So, whether you are looking to populate companies house data into your opportunities, bulk update records, supercharge your B2B opportunity to order process or simplify your pricing with product bundles we have the Salesforce native app for you! © Copyright 2011-2025 CRM Team Global Limited. All rights reserved. | Flexpricer is a registered trademark of Flexpricer Limited. All rights reserved. | CRM SuperStars is a registered trademark of CRM Superstars Limited. All rights reserved.

Pricing Details

Free

You can fully use this solution without payment.

More From This Provider

CRM Apps Lab™ Record Refresher: Edit/update all records on any object in 1 click
by CRM.Team™
Select an object, review the number of records to refresh, then quickly update (edit/save) them all! Ideal for back-filling data when using workflows or processes. Perfect to trigger mass syncs to external integrations. The simplest way to bulk update.

CRM Apps Lab™ Recurring Cases: automatically create new cases from existing ones
by CRM.Team™
No Ratings
Recurring Cases automatically creates new cases any number of days after a case is opened, closed or on any other date you choose. Cases recur until you decide to stop by removing the recurrence.

TeeZee™ TimeZones Live Local Time & Week Numbers for Leads, Accounts & Contacts
by CRM.Team™
* Quickly see the live local time and time zone id of any lead, account or contact * Beautiful Lightning Components show your & their time side-by-side * ISO8601-compliant week numbering * Formula fields allow you to use the time in list views and reports

CRM Apps Lab™ Activity Comments Enabler: View task & event comments in lists
by CRM.Team™
It's frustrating when your users see only a subject line and no detail about an activity without clicking through. Activity Comments Enabler gives you a summary of comments in activity history related lists (showing tasks & events) with no clicks at all.