Convert Leads with Contacts to Multiple Accounts and Other Conversion Enhancements

If your business uses Contacts to Multiple Accounts, when sales reps convert a lead to an existing contact, they can now associate the contact with a new or existing account. Sales reps can now expand the Opportunity section of the Convert Lead window by clicking the opportunity name. In Setup, the option Select Don’t Create an Opportunity by Default in Convert Lead Window now works in Salesforce Classic.
Where: Some changes apply only to Lightning Experience, and some apply to Lightning Experience, Salesforce Classic, and all versions of the mobile app in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
  • Updated support for Contacts to Multiple Accounts during lead conversion applies to Lightning Experience only.
  • Expanding the Opportunity section of the Convert Lead window by clicking the opportunity name applies to Lightning Experience only.
  • In Setup, the option Select Don’t Create an Opportunity by Default in Convert Lead Window is available in both Lightning Experience, Salesforce Classic.
How: Some changes appear automatically and some require user action.
  • Support for Contacts to Multiple Accounts during lead conversion appears automatically.
  • To expand the Opportunity section of the Convert Lead window, sales reps can click the opportunity name.
  • In Setup, enter Lead Settings in the Quick Find box and then click Lead Settings. Select the option Select "Don’t create an opportunity" by Default in Convert Lead Window.