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Mapping Standard Lead Fields with Process Builder in Salesforce Essentials

Publiceringsdatum: Apr 2, 2026
Beskrivning
Currently when converting a Lead record into Account, Contact and Opportunity records, the standard Lead Description field is mapped into the Contact Description field. Since Salesforce only allows for custom fields to be mapped together in Setup using the Map Lead Fields feature, users who want to map standard fields to custom fields and vice versa or other standard fields can leverage Process Builder as a workaround.

To map the standard Lead Description field to the standard Account and Opportunity Description fields, follow the steps in the resolution.
Lösning

Create a New Process

  1. Click the gear icon on the top right corner of the Salesforce screen
  2. Select Setup
  3. In the Quick Find box, search for Process Builder and open it
  4. Click New
  5. Provide it with a Process Name like Lead Mapping as an example
  6. Select that the process starts when A record changes and click Save

Add an Object

  1. Click + Add Object
  2. Select Lead as the Object
  3. Click when a record is created or edited
  4. Click Save

Tell the Process to Run When the Lead is Converted 

  1. Click + Add Criteria
  2. Provide it with a Criteria Name like Lead is Converted as an example
  3. Select Conditions are met for Criteria for Executing Actions
  4. Under the Set Conditions section
    1. Set Field to Converted
    2. Set Operator to Equals
    3. Set Type to Boolean
    4. Set Value to True
    5. Click + Add Row
    6. Set Field to Converted Opportunity ID
    7. Set Operator to Does Not Equal
    8. Set Type to Global Constant
    9. Set Value to Global Constant Null
  5. Select All of the conditions are met (AND) under Conditions
  6. Click Save

Tell the Process What Action to Take When the Criteria is Met

  1. Click + Add Action
  2. Select Update Record
  3. Provide it with an Action Name like Update Opportunity Description as an example
  4. Click Record Type
  5. Click Select a record related to the Lead
  6. Select Converted Opportunity ID
  7. Click Choose
  8. Select No criteria-just update the records in the Criteria for Updating Records section
  9. Under the Set new field values for the records you update section
    1. Set Field to Description
    2. Set Type to Field Reference
    3. Set Value to Description
  10. Click Save
  11. Click + Add Action
  12. Select Update Record
  13. Provide it with an Action Name like Update Account Description as an example
  14. Click Record Type
  15. Click Select a record related to the Lead
  16. Select Converted Account ID
  17. Click Choose
  18. Select No criteria-just update the records in the Criteria for Updating Records section
  19. Under the Set new field values for the records you update section
    1. Set Field to Account Description
    2. Set Type to Field Reference
    3. Set Value to Description
  20. Click Save
  21. Click Activate
  22. Click Confirm

 

Note - Salesforce will retire support for Workflow Rules and Process Builder on December 31, 2025. We recommend migrating your automation to Flow Builder before this deadline to ensure continued functionality.

Knowledge-artikelnummer

000389970

 
Laddar
Salesforce Help | Article