Modify Lead Convert and Mass Lead Convert Pages

Use the Lead Convert and Mass Lead Convert layout pages in Application Composer if you want to expose user-defined and standard fields in your lead to opportunity conversion process.

You must then configure the predefined copy map template, Copy Lead to Opportunity Map, to map the fields. Use the Manage Sales Lead Administrator Profile Values task to ensure that the configured copy map to be your default copy map which maps lead attributes to opportunity attributes during lead conversion.

Modify the Lead Convert Pages

You duplicate the standard lead convert and mass lead convert page layouts and modify the default layouts. Edit the default page layouts to expose standard and user-defined fields so that their values can be copied to opportunity during lead conversion.

Note: These predefined standard fields exist for both the Mass Lead Convert Layouts and Lead Convert Layouts:
  • Opportunity Name

  • Owner

  • Primary Contact

  • Account

Here are the steps to modify the lead convert pages:

  1. Sign in as a user with Application Composer access and verify that you have an active sandbox.

  2. Access Application Composer by selecting Application Composer from the Navigator menu, under the Configuration category.

  3. From Application Composer, expand and select Objects, Standard Objects, and then Sales Leads.

  4. Click Pages and then select the Application Pages tab.

  5. On the Mass Lead Convert Layouts and Lead Convert Layouts sections, edit any user-defined layout. If no user-defined layouts exist, then duplicate the standard layouts and edit the resulting user-defined layouts, as required.

  6. Click Save and Close.

  7. Verify your user-defined field changes and click Done.

  8. Edit the copy map to map the user-defined fields between the lead and opportunity.

    See the topic Example of Modifying the Lead to Opportunity Copy Map for more information.

  9. Set the modified copy map as your default copy map.

    See the topic Enable a User-Defined Copy Lead To Opportunity Map Value in the Implementing Sales guide.