Why do I need to make changes to the Lead conversion process?
When using IndustryComplete, the component will populate a custom lookup field (pw_ic__IndustryCode__c) on the Lead records. When a Lead is converted to an Account, it is preferable to retain this information on the Account record. This can be achieved using the Map Lead Fields functionality in Salesforce Setup.
Map Lead Fields
- Go to
Salesforce Setup | Object Manager | Lead | Fields & Relationships.
Map Lead Fields.
- Ensure the
Accounttab is selected.
- Next to
Industry Code Lookup, use the picklist in the
Account Fieldscolumn and select
Industry Code Lookup.
Now when converting a Lead, the Industry Code Lookup will be pushed to the Account.