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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

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Free  

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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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Lead Field Mapper/25-07 1.4.0
Listed On
03/06/2017
Latest Release
07/16/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/28/2016

Additional Details

If the Account Source is already set for an existing account, we don't touch it! Otherwise, this app provides a simple way to map Lead Source to Account Source when a lead is converted. Use profile permissions or a permission set to ensure that that users have the following permissions * READ the Lead object * READ the Lead Source, Birthdate & Department (custom) fields on Lead * UPDATE the Account object * UPDATE the Account Source field on Account * UPDATE the Contact object * UPDATE the Birthdate and Department (standard) fields on Contact Unlike the standard lead conversion, to comply with app security architecture, the user must have permissions to read and update fields as above - otherwise the app will not update the field. The app starts working from the moment it's installed! CRM Apps Lab and CRM SuperStars are brands owned by CRM Team Holdings Limited, used under license by CRM Team Global Limited.

Need help?

CRM.Team™

United Kingdom

Free support with online articles. 1-to-1 Salesforce Admin Assistance contracts include 1-to-1 support for all CRM Apps Lab branded apps, including guaranteed bug-fixes.

Support PhoneUK: 01279 882290 | US: (646) 844 2761
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