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CRM Apps Lab™ Lead Field Mapper: Convert to Account & Contact standard fields
Maps Lead fields to Account & Contact Standard Fields on Lead Conversion
- 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
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.