Streamline your lead conversion process for Sport organisations

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hey everyone welcome back to my channel my name is Emily and I talk a lot about Salesforce today we're going to be going over the process of mapping custom fields or just fields in general to to the other objects within the lead conversion process so this is actually going to be one of like an end-to-end real world Salesforce project so what we're going to be doing is we're going to be creating the custom field on both the lead and then the end object which is going to be the contact and then we're going to map it and then we're going to test it so hopefully this shouldn't take too long let's go ahead and go over our scenario so so our company has decided that it does really well when we can connect with the leads based upon their football teams or their college football teams and who they root for so what we want to do is that we want to have that information on the lead where they went to college or their alma mater and then also map that to the contact after they are converted so there's a little bit of a silly example but let's go ahead and jump in into the schema Builder and create those few Fields so I went to the Cog now I'm going to go to the schema Builder this is just an easy way because I'm going to be creating a field on two separate objects so I'm going to clear all and then look for lead and then go to contact select that as well and then Auto layout so then they're right next to each other all right so we have contact and we have lead now I'm going to go over to elements and I am going to say a text field is a great one we don't need too much information and a text field is somewhat Limited but it is going to be okay I'm going to have this be all my moderate it's a little bit Limited in the length that is A-Okay because this is not going to be a very long text field I can't really think of too many universities whose names are extremely extremely long so I'm just having the help text be the name of the University that they went to I'm thinking this is 255 I could be wrong I'm going to say that this does not need to be required it's not going to be unique it's not an external ID so I'm going to go ahead and save this okay and then alma mater is there now let's go ahead and do the same thing on the contact just a nice text field alma mater name of the University they went to time settings here and it's safe all right one thing I do want to double check is that this is on the page layout so I'm going to go back over here I'm going to go to a lead I'm going to refresh just so that I know that it's the most up-to-date as possible and see if it's on the page layout all right I am not currently seeing it on the page layout so let's go ahead and go and add that those fields to the page layout for each of those I went to page layout that is one thing about the schema Builder that's not always going to be there so I'm going to have this scroll this down have this be under title save let's go ahead and double check to make sure that it is now underneath the title here sometimes it can take a little bit to show up and it is here and you can see we have that all right let's go to the contact and do the exact same thing add it to the page layout all right let's go ahead and put on the monitor underneath title same place for the contact all right and just to be safe I'm going to go to a contact and double check and they're real we have alma mater all right so now that those are in there those fields are created and they're on the page layout let's go ahead and create the lead mapping so to do that we're going to go back to the lead object and then go to fields and relationships and then up here we should be able to map lead fields and then it'll bring up where we can go ahead and move those over So currently I have the alma mater lead field and I'm going to map that to the alma mater contact field hopefully your naming convention should be fairly similar between those two mapped Fields ideally it would be the same just for continuity and ease of user experience but as long as like they know what it's going to be mapped to or that it's fairly self-explanatory they don't necessarily need to be the same thing so I am going to hit save all right let's go ahead and go and test this sucker out go back to home I'm going to refresh it let's go ahead and convert a lead input our information so Eugenia let's wait for those details I'm going to edit the alma mater I'm going to say University of Washington go Huskies and safe all right let's go ahead and convert Eugenia okay account contact opportunity and convert all right let's go ahead and check on the contact see if that lead field came over and yes it did so now that she's a contact we can see her University of Washington all the modern field is filled out automatically and that is how you go ahead and set your converted lead fields or how you map the converted lead field from one object to the other if you have any questions be sure to drop them down below and I'll try and get back to you as soon as possible like this video if you found it helpful subscribe if you're feeling generous check out the Salesforce courses down below or on Salesforce upscale.com you can connect with me on LinkedIn or on Twitter at emilycall MBA and thank you so much and I'll catch you guys in the next one foreign