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Map Lead Record Type to Account Record Type

Дата публикации: Apr 2, 2026
Описание

When a Lead is converted to an Account, the Lead record type does not map over to the Account record type. Salesforce, by default, assigns the new Account the default record type of the converting user, ignoring the Lead's record type.

The Account record created through Lead conversion will not be based on the record type of the user who converted the Lead, instead it uses the default record type assigned to the profile of the specified record owner during Lead conversion.

Решение

Note: This article assumes that Lead record type names match the account record type names 1:1. 
If they do not match the same concepts in the article can be applied however the Flow will need to be modified according to your business requirements.

Below are some known workarounds: 
Create  Required Fields on Lead and Account and Set Conversion Mapping
Use a Record Triggered Flow based on the Account Object to Set The Record Type
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Create  Required Fields on Lead and Account and Set Conversion Mapping

Step 1: Create a Lead custom formula field: 

a. Return Type will be Text
b. Name the field (for example Lead Record Type Name)
c. The formula can be: 
RecordType.DeveloperName
d. Select to Treat blank fields as blanks
e. You also have the choice to leave it on the page or make it a hidden field


Step 2: Create an Account custom text field:

a. Name the field (for example Account Record Type (Lead Conversion))
b. You also have the choice to leave it on the page or make it a hidden field


Step 3: Setup Lead field mapping:

a. Navigate to Setup > Object Manager > Lead > Fields & Relationships > Map Lead Fields button
b. Map the new Lead Record Type Name field to the new Account Record Type (Lead Conversion) field on the Account


Use a Record Triggered Flow based on the Account Object to Set The Record Type

Below is a completed Flow showing three elements connected to a start element with an end element at the bottom: 

04.png

Step 1: Create the Flow

a. In the Setup, search in Quick Find for Flows and select it
b. Click New Flow in the upper right corner
c. Choose Record-Triggered Flow then click Create
d. Set the Object to Account
e. Set the Flow to Trigger the Flow When: A record is created
f. Set the Entry Condition Requirements to All Conditions Are Met (AND)
g. Select the below entry conditions

 

 Condition Field Operator Value
1<Field you created on Account>Is Null{!$GlobalConstant.False}

h. Leave Optimize the Flow for set to Actions and Related Record


Step 2: Add the Get Records Element

a. Under the Start Element Click the + to add a new element
b. Add a Get Records element
c. Give the action a meaningful Label and Description like Get Record Type
d. Select Record Type as the Object
e. Set the Filter Record Type Records Condition Requirements to All Conditions Are Met (AND)

 

 Condition Field            Operator      Value
1 SobjectType  EqualsAccount
2DeveloperNameEquals {!$Record.Account_Record_type_Lead_Conversion__c}  

f. Leave all other settings as is.


Step 3: Add the Decision Element

a. Under the Get Records Element Click the + to add a new element
b. Select a Decision Element
c. Give the element a meaningful Label and Description
d. Name the New Outcome, Record Type Found
e. Set the Condition Requirements to Execute Outcome to be All Conditions Are Met (AND)

 

 Condition Field    Operator    Value
1{!Get_Record_Type}Is Null{!$GlobalConstant.False}

f. Rename the Default Outcome to No Record Type Found
g. Click the Done button


Step 4: Add Update Triggering Record Element 

a. Under the Record Type Found path, click the + to add a new element
b. Select the Update Triggering Record option
c. Give the Element a meaningful Label and Description
d. Set the RecordTypeId field to equal the Record Type you found in the Get Records

 

 Field     Value
RecordTypeId          ⬅          {!Get_Record_Type.Id}


Step 5: Click Save at the top of the screen. Give the Flow a meaningful Flow Label and Description

Step 6: Click Debug and test the Flow as needed

Step 7: Once tested you can Activate the Flow

Note: In a similar way to Accounts this can be created to update the 'Opportunity' and 'Contact' record types. 

Номер статьи базы знаний

000694751

 
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Salesforce Help | Article