Salesforce: Lead conversion mapping

When you convert a lead, the standard lead fields are automatically converted to the account, contact, and opportunity fields listed below.

Lead Field	Maps to
Address	Account: Billing Address Contact: Mailing Address
Annual Revenue	Account: Annual Revenue
Campaign	Opportunity: Primary Campaign Source If the lead has multiple associated campaigns, the most recently associated campaign is inserted into the opportunity regardless of whether the user has sharing access to it.
Company	Account: Account Name Contact: Account Opportunity: Account Name Opportunity: Opportunity Name
Company Name (Local)	Account: Account Name (Local)
Description	Contact: Description
Do Not Call	Contact: Do Not Call This field is not updated for leads converted to existing contacts.
Email	Contact: Email
Email Opt Out	Contact: Email Opt Out This field is not updated for leads converted to existing contacts.
Fax	Account: Fax Contact: Fax
Fax Opt Out	Contact: Fax Opt Out
First Name	Contact: First Name
First Name (Local)	Contact: First Name (Local)
Industry	Account: Industry
Last Name	Contact: Last Name
Last Name (Local)	Contact: Last Name (Local)
Lead Owner	Account: Owner Contact: Owner Opportunity: Owner
Lead Source	Contact: Lead Source Opportunity: Lead Source
Mobile	Contact: Mobile
No. of Employees	Account: Employees
Partner Account	Opportunity: Partner Account This field is not updated for leads converted to existing opportunities.
Phone	Account: Phone Contact: Phone
Rating	Account: Rating
Title	Contact: Title
Website	Account: Website

If you are not using custom fiscal years, the Close Date of the newly created opportunity is automatically set to the last day of the current fiscal quarter.

If you are using custom fiscal years, the Close Date is the last day of the current fiscal period. If you are using custom fiscal years and a fiscal year has not been defined for the current date, the Close Date is the end of the current calendar quarter.

While custom lead fields are converted to custom account, contact, and opportunity fields as specified by system administrator.

To specify the mapping for custom lead fields:

1. From Setup, click Customize | Leads | Fields | Map Lead Fields.
2. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead.
3. Click Save.

Remember to map custom lead fields to other custom fields of the same data type, that is, map numeric lead fields to other numeric fields or long text area fields to other long text area fields. Some exceptions are:

1. You can map between text and picklist fields. However, your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value.
2. You can map fields of type Text or Text Area to long text area fields
3. You can map auto-number fields to fields of type Text, Text Area, or Picklist.
4. Do not map custom formula fields to other formula fields or any other type of field.

Remember to map custom lead fields of type number, currency, or percent to other number, currency, or percent fields of exactly the same length and decimal places. For example, if your lead currency field has a length of 3 and 2 decimal places, map it to another custom currency field with a length of 3 and 2 decimal places.
Any standard lead picklist fields that are blank are mapped to the default picklist values for the account, contact, and opportunity.