One of the things that I’d like to do on the blog is to share tips and tricks on how to use Salesforce.com more effectively as a Marketing person. For those of you who use Salesforce, you know that it wasn’t well-designed for marketers. We’ve done a pretty good job of coming up with clever workarounds and building some functionality into the product to help us do what we need to do.
Our first Salesforce Tip of the Day comes from a question that I received twice this week — once from a former colleague who is now at a start-up company and another off of the Austin Salesforce user group board.
The question is this — how do you take a custom lead field and have the field and value appear in the contact once it’s been converted?
In Salesforce-speak, this is called Mapping Custom Lead Fields. You can search on this topic in Salesforce Help & Training, or you can follow the directions below:
- Create custom fields with the same names in Leads and Contacts
- Go to Setup | App Setup | Customize | Leads | Fields
- On the bottom of the page in the Lead Custom Fields & Relationships section, click on the button Map Lead Fields
- Select the custom lead field on the left, and map it to the custom Contact field you created. It should appear in the drop down list on the right side of the page.
And, voila! You’ve mapped your custom lead field. If you have any questions, please feel free to let me know.
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