Activity Forums Salesforce® Discussions When converting a lead, what values are transferred to the opportunity in salesforce?

  • When converting a lead, what values are transferred to the opportunity in salesforce?

    Posted by Piyush on November 6, 2019 at 6:14 am

    When converting a lead, what values are transferred to the opportunity in salesforce?

    Nikita replied 4 years, 5 months ago 2 Members · 1 Reply
  • 1 Reply
  • Nikita

    Member
    November 6, 2019 at 6:50 am

    Hi Piyush,

    When converting a lead, following Standard Fields are transferred to the opportunity in salesforce

    • Campaign
    • Company
    • Lead Owner
    • Lead Source
    • Partner Account

    If you have custom lead fields, that information can be inserted into custom opportunity fields. Your admin can also set up your custom lead fields to populate custom opportunity fields automatically.

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