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C4C Lead Conversion : how to map a custom field of the lead to a custom field on the account ?

Hi experts,

We have created a custom field on Account named "Account type", that we use to differenciate accounts : for instance you can have accounts of "Type A" and acounts of "Type B".

Based on this account type custom field, we have created 2 different layouts since some fields are specific to accounts of "Type A", and some fields are specific to acounts of "Type B".

So when you look at a "Type A" account, you only see the fields that are relevant for this type of account (you don't see any field specific of "Type B" accounts). This works quite well so far.

Now, the issue is for Lead conversion into an account : we have created the same "Account Type" custom field on the Lead object, and what we would like to do is that when we convert a "Type A" lead it automatically creates a "Type A" account, and when we convert a "Type B" lead, it automatically creates a "Type B" account.

We don't know how to do that, is there any screen available in C4C where we can manage the mapping of fields from Lead object to Account object, especially the mapping of custom fields created on Lead and account ?

Or should we use a workflow to update the account type after lead conversion ?...

thanks for your help,

kind regards

Christophe

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3 Answers

  • Best Answer
    Feb 16, 2017 at 07:18 AM

    Hi,

    You can Extend custom field to another Object from Extension Scenario as follows:

    Thanks,

    Raju

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    Former Member
    Feb 24, 2017 at 02:37 PM

    Thank you so much Raju, I'll try this out and keep you informed.

    Chris

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    Former Member
    Mar 07, 2017 at 05:39 PM

    Hello Raju,

    I tried this, but it appears it is not working.

    Please check this screenshot, this is the EXTENSION SCENARIO for my custom Field "Account Type", created in the Lead object.

    The custom field appears in the Account but when converting a Lead into Opportunity, its value is not carried.

    Steps of what I did :

    1) Created a Lead, with Account Type set at "Type B".

    2) Convert this Lead

    3) Account Type field in the generated Account has value "Type A" (which is the default value for this custom field).

    Am I missing something ?

    Thanks a lot for your help.

    Kind Regards,

    Michael

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    • Hi Michael,

      I have a similar requirement of converting leads to opportunity. Will extension fields of leads also be converted to opportunity ?

      Please share if you have got the solution.

      Thanks,

      Srinivasan