Suzanne Kirkland No Comments

Have you ever tried to map a custom field in the Lead record to a standard field in either the Account, Contact or Deal record, but the matching field you want is not presented as a choice?

The first thing to check is that the both fields are of the same type.  For example, if the field you are trying to map is a ‘Single Line’ field, then only the Single Line fields in the target Module will be shown as options in the Lead Conversion Mapping Screen.

In the case of a Single Line field type, there is one more factor that can preclude a field from not being shown as an option – the field length.  Make sure the allowable length of the field you are mapping is less than or equal to the field you want to map it to.  If the field you are trying to map to is a standard field – click here to get the field lengths for all standard fields.

 

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