1. Implementation Reference
  2. Copy a Lead to Account and Contact Maps

Copy a Lead to Account and Contact Maps

Copy maps enable you to create objects by copying existing objects. For example, you can use predefined mapping files to copy lead attributes stored on a lead to the account or contact created during lead conversion.

You use the copy maps feature to map child objects and attributes in the source object (From object) to objects and attributes in the object you're creating (To object).

Copy a Lead to Account Map

Here's how to copy a lead to an account map:

  1. Ensure that you're working in an active sandbox.

  2. Click Navigator > Configuration > Application Composer.

  3. Select Sales to filter the object search, and under Advanced Setup, select Copy Maps.

  4. On the Copy Maps page, select the Copy Lead to Account > Standard Copy Lead to Account Map.

  5. Create a copy of the map and enter relevant account mappings on the Edit Copy Map page.

  6. Click Save and Close.

  7. Specify the mapping file name in the following profile option:

    • Use the Lead to Account Mapping (MKL_LEAD_TO_ACCOUNT_MAPPING_NAME) profile option to specify the mapping file name created in Copy Maps. This file maps objects and attributes during the creation of an account when converting a lead to an opportunity.

Copy a Lead to Contact Map

Here's how to copy a lead to a contact map:

  1. Ensure that you're working in an active sandbox.

  2. Click Navigator > Configuration > Application Composer.

  3. Select Sales to filter the object search, and under Advanced Setup, select Copy Maps.

  4. On the Copy Maps page, select the Copy Lead to Contact > Standard Copy Lead to Contact Map.

  5. Create a copy of the map and enter relevant account mappings on the Edit Copy Map page.

  6. Click Save and Close.

  7. Specify the mapping file name in the following profile option:

    • Use the Lead to Contact Mapping (MKL_LEAD_TO_CONTACT_MAPPING_NAME) profile option to specify the mapping file name created in Copy Maps. This file maps objects and attributes during the creation of a contact when converting a lead to an opportunity.

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