When to use Lead conversion mapping and Map dependency field?
Lead conversion mapping is used to map the fields in different modules, whereas map dependency field creates dependencies between two fields belonging to the same module. The main goal of lead conversion mapping is to move the data from the lead module to other modules without omitting any fields. Lead conversion mapping can also be used when there are multiple layouts. The fields in the Leads module will differ based on the type of layout chosen. However, when the leads are converted, you should ensure that they are mapped to the same layout in the contacts, accounts and deal module. To ensure this, we use Lead conversion mapping.
➤ Click Setup > Customization > Modules and Fields > Leads (From the list of modules)
➤ Choose Lead conversion mapping from the module setting icon.
➤ For each field under lead, map the corresponding fields for contact, account and deal.
➤ Custom fields are mentioned with * symbol.
➤ Click Save. Now every time a lead is converted the fields in the lead module will map to their corresponding contact, account and deal module automatically.
Map dependency field :
If your business deals with several products, and the services that you provide changes based on the product. This adds so much data in the dropdown field, which is tedious and confusing. What if the relevant values in the service fields were populated based on the product field selected? This would make the process simple. Map dependency is used to create dependencies between two relevant fields. You can define which values should appear in the child field when a certain value is chosen in the parent field.
➤ Click Setup > Customization > Modules and Fields > Select the required Module.
➤ Choose the parent field and the child field.
➤ Map the parent field value with the child field value. More than one child field value can be mapped to a parent field value. Press the CTRL key while selecting multiple child field values.
➤ After configuration, the values that are displayed in the child fields are populated based on the parent field values.
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