Keep Related Files and Records When Reps Convert Leads

When sales users convert a lead, files and related records attached to the lead are attached to the resulting contact, account, person account, and opportunity records. This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.

Items from the following related lists on leads are carried over to the new or existing contact, account, and opportunity during lead conversion.

Lead Related List Contact Account Person Account Opportunity
Open Activities Checkmark Checkmark Checkmark Checkmark
Activity History Checkmark Checkmark Checkmark Checkmark
Campaign History Checkmark Checkmark
HTML Email Status Checkmark Checkmark
Notes and Attachments Checkmark Checkmark
Files Checkmark Checkmark Checkmark Checkmark
Notes (new) Checkmark Checkmark Checkmark
Content Deliveries Checkmark
Social Posts Checkmark Checkmark
Social Personas Checkmark Checkmark
Marketing Actions Checkmark Checkmark