Mapping Additional Fields During Lead Conversion
Users at your company can convert lead records to account, contact, and opportunity records. If your company is set up to use Oracle CRM On Demand Partner Relationship Management Edition, users can also convert lead records to deal registration records.
When users convert leads to account, contact, opportunity, or deal registration records, some values are carried over to the new records by default. However, you can extend the amount of information that is carried over by mapping additional fields, including custom fields.
NOTE: Do not map Web link fields for lead conversion. Web link fields do not contain data, instead, they contain scripts for links that users can click to perform actions. The contents of Web link fields cannot be carried over to the new records when a lead is converted.
When users convert a lead record, the values in the mapped fields are carried over as follows:
About Customized Picklist Fields and Values
You can map picklist fields from the lead record to text fields (long or short) on account, contact, opportunity, and deal registration records, or to a picklist field with identical values.
Before you begin. To perform the following procedure your role must include the Data Rules and Assignment privilege.
To map additional fields when converting a lead record
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