Lead conversion record outcomes
Key Takeaway
Lead conversion can't be undone. New records take the mapped lead values, but existing accounts and contacts only get lead data in their empty fields.
Lead conversion turns a qualified lead into the records a sales team works with: an account, a contact, and optionally an opportunity. Salesforce copies the lead's data into those records and carries over items such as campaign membership and activities.
How lead fields map
Standard lead fields map to standard account, contact, and opportunity fields automatically. Custom lead fields carry over only if an admin maps them to custom account, contact, or opportunity fields.
Some standard mappings to know:
- Company becomes the Account Name and the Opportunity Name.
- Lead Owner becomes the owner of the account, contact, and opportunity.
- Lead Source becomes Account Source on the account and Lead Source on the contact and opportunity.