Create custom fields on most tabs in Salesforce and configure where you want them to appear. Map your custom fields so when you enter information on the Lead, that information will remain when the Lead is converted to a Contact.

Task Limits

Create up to 10 custom fields on Salesforce Standard Objects. Each custom field must specify the tab (Lead, Account, Contact, etc), Name and Type. You must include mapping information as well. Example: Custom Lead Source to Custom Contact Source.

Why is this Important?

Keep your team organized by hosting information about contacts, accounts, opportunities and more within Salesforce. Use fields in workflows to automated tedious everyday tasks.

Purchase a Field Creation Task Now!

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price: $450

item categories:

marketing cloud , sales cloud , service cloud