How to get the Lead Id from its converted Account

This article will guide you through the creation of a Created from Lead? checkbox field and another field to store the Lead Id. Depending on your exact requirements or business process you may not need both of these fields and you could also extend this approach to the Opportunity and Contact objects too.

Be sure to develop these changes in a Sandbox first and thoroughly test before deploying to Production. During development it will help to show the fields on the page for testing purposes, but afterwards you may want to hide these from users.

For the purposes of this article we will assume you have the Customize Application Permission, which will grant you the necessary access to perform these steps. To get started we need to create some Custom Fields on the Lead object. Navigate to Setup by pressing on the Settings Cog and then Setup in the top right hand corner.

Part 1: Create Custom Fields on the Lead Object 

Create the "Created from Lead?" Checkbox Field

Step 1: From Setup press on Object Manager

• From Object Manager use the Quick Find to Search Lead object.
• Open lead object

Step 2: Press on Fields & Relationships from the left hand side menu

Step 3: Press on New from the action panel towards the top of the page

Step 4: Select Checkbox from the list of Data Type and then press Next

Step 5: Set the Field Label, Default Value to Checked and then provide a Description and Help Text

Step 6: Set the field as Visible and/or Read Only and then press Next. If you have Field-Level Security for Permission Sets during Field Creation enabled you will be able to do this on a Permission Set Level, otherwise you will be able to do this per Profile

Step 7: Add the field to Dynamic Forms-enabled record pages. You will only see this screen if you have Lightning Pages for the Lead Object that use Dynamic Forms

Step 8: Add the field to the relevant Page Layouts and then press Save & New

Create the "Lead Id" Formula Field

Step 9: Select Formula from the list of Data Type and then press Next

Step 10: Set the Field Label and the Formula Return Type as Text and then press Next

 Step 11: Set the Formula as CASESAFEID(id) add a Description, Help Text and then press Next

• Set the Field as Visible and/or Read Only and then press Next. If you have Field-Level Security for Permission Sets during Field Creation enabled you will be able to do this on a Permission Set Level, otherwise you will be able to do this per Profile

Step 12: Add the Field to Dynamic Forms-enabled record pages. You will only see this screen if you have Lightning Pages for the Lead Object that use Dynamic Forms

Step 13: Add the field to the relevant Page Layouts and then press Save

• Now that we’ve created our custom Lead fields let’s create Account fields to map them to. Press on Object Manager and then on Accounts

Create Custom Fields on the Account Object

Step 14: Click on Fields & Relationships and then New

Step 15: Select Checkbox from the list of Data Type and then press Next

Step 16: Set the Field Label and then provide a Description and Help Text. Leave the Default value as Unchecked and then press Next

Step 17: Set the Field as Visible and/or Read Only and then press Next. If you have Field-Level Security for Permission Sets during Field Creation enabled you will be able to do this on a Permission Set Level, otherwise you will be able to do this per Profile

 Step 18: Add the Field to Dynamic Forms enabled Lightning Pages. You will only see this screen if you have Lightning Pages for the Account object that use Dynamic Forms

Step 19: Add the field to the relevant Page Layouts and then press Save & New

Step 20: Select Text from the list of Data Types and then press Next

Step 21: Set the Field Label, Length to 255 and then provide a Description and Help Text

Step 22: Set the field as Visible and/or Read Only and then press Next. If you have Field-Level Security for Permission Sets during Field Creation enabled you will be able to do this on a Permission Set Level, otherwise you will be able to do this per Profile

Step 23: Add the field to Dynamic Forms-enabled record pages. You will only see this screen if you have Lightning Pages for the Account  Object that use Dynamic Forms

Step 24: Add the field to the relevant Page Layouts and then press Save

Map Lead Fields on Conversion

Step 25: Now that we’ve created our Lead fields and target fields on the Account Object, we need to map the values over on Lead conversion. this let’s head back to Object Manager

• Use the Quick Find to Search for Lead and then press on Lead

• Press on Fields & Relationships

• Press on Map Lead Fields

Step 26: Make sure that the Account Tab is selected and map Created from Lead? and Lead Id to the Account Fields and then press Save

Test Your Configuration

Step 27: Using the App Launcher navigate to the Leads Tab to test your changes

Step 28: From the Leads Tab press on New and create a new record, on the new page you should observe your new fields with their Default Values. Once you’ve populated the required fields press Save

Step 29: From the Lead press on Convert and select the options for new Account, Contact and Opportunity and then press Convert

Step 30: Once the Lead has been converted click through to the Account record

Step 31: From the Account Page make sure that Created from Lead? is TRUE and the Lead Id is populated too

• It’s worth noting that this process will not automatically update existing records. Any unconverted Leads created before this process will need to have Created from Lead? set to TRUE via a tool such as Data Loader
• Additionally, you can export converted Leads so that you could update the converted Accounts so that Created from Lead? is TRUE and Lead Id is populated too