Working with lead mappings
Mappings can be created from fields on the Lead table to fields on the Opportunity table. The mappings take effect when the lead is converted to an opportunity.
Currently, a number of fields are converted automatically when a lead is converted to an opportunity, for example the Description field. See the table at the end of this section for the default mappings.
To customize Lead to Opportunity mappings, click <My Profile> | Administration | Customization | Primary Entities | Leads | Fields, and click Mappings.
Mappings can also be created from fields on the Lead table to fields on the Company and Person tables. The mappings take effect when the lead is matched to a company and a new company record is created.
Currently, a number of fields are converted automatically when a lead is matched to a new company. For example, the Lead Company Name maps to the Company Name. See the table at the end of this section for the default mappings.
Lead to Company mappings can be customized by matching the field names with the same prefix. Person, Address, and Phone mappings must use the same set of hardcoded fields. For more information, see Mapping leads to companies and people.
If you create any new, corresponding mapping in <My Profile> | Administration | Customization, the default system mapping is overwritten.
The table below lists the default system mappings.
|
Lead Field |
Maps to |
|---|---|
|
lead_description |
oppo_description |
|
lead_source |
oppo_source |
|
lead_mainproductinterest |
oppo_product |
|
lead_details |
oppo_note |
|
lead_waveitemid |
oppo_waveitemid |
|
lead_companyname |
comp_name |
|
lead_companywebsite |
comp_website |
|
lead_companyrevenue |
comp_revenue |
|
lead_companyemployees |
comp_employees |
|
lead_personlastname |
pers_lastname |
|
lead_personfirstname |
pers_firstname |
|
lead_personsalutation |
pers_salutation |
|
lead_persontitle |
pers_title |
|
lead_personemail |
Company Business email (Emai_EmailAddress with Emai_Type = ‘Business’) |
|
lead_personphonecountrycode |
Company Business phone country code (Phon_Countrycode with phon_type ‘business’) |
|
lead_personphoneareacode |
Company Business phone area code (Phon_Areacode with phon_type ‘business’) |
|
lead_personphonenumber |
Company Business phone number (Phon_Number with phon_type ‘business’) |
|
lead_personfaxcountrycode |
pers_faxcountrycode |
|
lead_personfaxareacode |
pers_faxareacode |
|
lead_personfaxnumber |
pers_faxnumber |
|
lead_companyaddress1 |
addr_address1 |
|
lead_companyaddress2 |
addr_address2 |
|
lead_companyaddress3 |
addr_address3 |
|
lead_companyaddress4 |
addr_address4 |
|
lead_companycity |
addr_city |
|
lead_companypostcode |
addr_postcode |
|
lead_companystate |
addr_state |
|
lead_companycountry |
addr_country |
