Custom field mapping on lead conversion
Key Takeaway
Custom lead fields don't carry over automatically when a lead converts. An admin must map each one to a custom account, contact, or opportunity field in Map Lead Fields.
When a sales rep converts a qualified lead, its data moves into new or existing account, contact, and opportunity records. Standard lead fields map to standard account, contact, and opportunity fields automatically. Custom lead fields don't, so an admin must specify which custom account, contact, or opportunity field receives each custom lead field's value. Mapping keeps that custom information on the records that reps use after conversion.
How to map custom lead fields
You need the "Customize Application" permission to set up a mapping. Custom field mapping also works only in orgs that use Apex Lead Convert, so it isn't available in orgs that still use the older PLSQL Lead Convert.
- Open the object management settings for leads, and go to the fields section.
- Click "Map Lead Fields".
- For each custom lead field, choose the target field that receives its value.
- Save the mapping.