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Map Lead Fields to Opportunity Fields for Deal Registration

When users convert approved deal leads to opportunities, mapped deal data carries forward.

Required Editions

Available in: Lightning Experience
Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go.
User Permissions Needed
Create and map lead and opportunity fields Customize Application

This step is optional and applies when your approval process includes lead conversion.

  1. Identify lead fields that remain after conversion.
  2. Create matching opportunity fields when they do not already exist.
  3. In Setup, go to Object Manager > Lead > Fields & Relationships, and click Map Lead Fields.
  4. On the Opportunity mapping tab, map each custom lead field to its matching opportunity field type.
  5. Save the field mapping.

When users convert approved deal leads, mapped values copy to the opportunity record.