In this lesson, we work through mapping custom fields on the Lead object over to custom fields on the Account, Contact and Opportunity objects. This allows for data entered on the Lead record to not be lost during the lead conversion process. Any mapped custom fields will have their data carrier over from the Lead to the custom fields on Account, Contact and Opportunity, as they are mapped.
In this lesson, we convert a Campaign Member record that is a Lead. We then verify that they remain in the Campaign, but as a Contact, post-conversion.
In this lesson we associate a Campaign with a Parent Campaign. We then associate the Parent Campaign with a Parent of their own. We then look at the Campaign Hierarchy of the three Campaigns.
We are entering the second phase of this knowledge area, now that we have covered Marketing apps. We get started in this lesson with covering some of the primary sales components of Salesforce applications.
