Configure the Lead Conversion Process to Specify Default Opportunity Field Values

To set default Opportunity field values during Lead conversion, use a combination of field mapping and a record-triggered flow.

Step 1: Create Supporting Fields

1. Create a custom checkbox field on Lead (default = checked)
2. Create a custom checkbox field on Opportunity (e.g., Created From Lead)
3. Go to Setup → Lead → Fields & Relationships → Map Lead Fields
4. Map the Lead checkbox to the Opportunity checkbox

(Optional)

• Set these fields to Read-Only or remove from layouts

Step 2: Create Record-Triggered Flow

1. Go to Setup → Flows
2. Click New Flow
3. Select Record-Triggered Flow
4. Configure:
   • Object: Opportunity
   • Trigger: When record is created
   • Condition: Created_From_Lead__c = True
   • Optimize for: Fast Field Updates (Before Save)

Step 3: Set Default Values

1. Add an Assignment element
2. Set desired fields, for example:
   • Stage = “Qualification”
   • (Optional) Set additional fields such as Description or Next Steps
3. Save and Activate the flow

Alternative: Set Default Stage via Picklist Order

Salesforce uses the first value in the Stage picklist as default during conversion.

To change it:

Lightning Experience:

1. Go to Setup → Object Manager → Opportunity
2. Click Fields & Relationships → Stage
3. Click Reorder
4. Move the desired value to the top
5. Save

Important Notes

• Standard field mappings cannot be customized beyond available options
• Flow applies only to newly created Opportunities, not existing records
• Ensure the flow is active before testing