Hi
I have added a dropdown filed to Lead, named account_type and it is using the data from the account_type_dom.
Now I want the Account Type of the Account be filled with the data of the Account Type of the Lead while converting a Lead to Account.
Is that possible? If so how can I achieve that?
Hi,
I believe that, for the data to carry over when converting, the field names must be identical.
As the field is a custom field on Lead, it’ll be called “account_type_c”
and the one on account, as it is not custom, is called “account_type”
So the data wont carry over when converting.
There are one or two things that you could do to achieve this, however.
You could try creating an identical custom field on Accounts called “account_type_c”, so the data should carry over on conversion.
(However, as it is a new field, it will initially contain no data for any of your Existing Account records)
You could also try creating a Workflow, (Or Logic Hook), to populate the Account’s “Account_type” field with the related Lead’s “account_type_c” field when an Account record is created.
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