Reply
Contributor
AsperaJim
Posts: 5

Custom Lead/Account Field Mapping

Is there any way to create a custom field (i.e. picklist for Region) and have it apply to both Leads and Accounts?  Or do I have to create duplicate custom fields for both Leads and Accounts and make sure they contain identical values?  It would seem logical that I could create a custom field once and use it in many places.
 
Thanks in advance for your help!
 
Jim
Regular Contributor
S&PCRMCheryl
Posts: 28

Re: Custom Lead/Account Field Mapping

Hello,

Unless the functionality has changed and I'm unaware you will have to create the picklist twice.  And then map it.

Trusted Contributor
Gemini@Work
Posts: 213

Re: Custom Lead/Account Field Mapping

This functionality is not in the product today.  You have to re-create the picklist in both objects, and any time you make a change to the pick list in one object, you need to remember to make it anywhere else you might re-use that picklist.
 
Go vote up this idea, and we can get this feature implemented!: Universal Picklists
JP Seabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury