News & Resources — Posts Tagged ‘Salesforce Custom Lead Fields’

The Custom Setting Every Administrator Needs

Tip of the month: January - by Senior Consultant Julianne Boley As an administrator, you may want to protect data integrity by setting up validation rules that prevent users from creating, editing, and/or deleting data. Often in this situation there are certain users that are exceptions to the rule and you may find yourself writing…

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Mapping Custom Lead Fields in Salesforce in 4 Simple Steps

When converting a lead into Account-Contact-Opportunity (ACO), sometimes a user may have some custom fields in the lead object and want information in this field to be transferred to the ACO, once the lead has been converted. Most users simply create the same custom field of the lead in the ACO and expect the information…

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