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In its standard integration with Salesforce, BlastWizard for AppExchange is designed so that users can merge data from both standard and custom fields that belong to either the lead or contact object. Some customers have asked us if they could merge data from ‘account’ fields, and the answer is “yes”! One of the most popular fields that our users like to merge from the ‘account’ object is the account name. When the lead is converted into a contact in Salesforce, the lead ‘company’ field is mapped to the account filed called ‘name’ and becomes the account name.

While we are currently developing the functionality to read fields directly from the account object, there is an easy workaround that will enable our BlastWizard for AppExchange users to read and merge any type of data from any of the fields in the account record. This is accomplished by creating a custom contact field and mapping it to the desired field in the account object. Here are the steps:

1. From the top right of your Salesforce screen, click on Setup.
2. Under App Setup in the left-side menu, click on Customize | Contacts | Fields.
3. Scroll down to the Contact Custom Fields & Relationships section, and click on New to create a custom field.
4. On the next screen, Step 1, select your field data type as ‘formula‘ then click Next.
5. Under Step 2, type in your Field Label (e.g. Company), select ‘Text‘ for Formula Return Type then Next.
6. Select Advanced Formula in step 3, then click on the Insert Field button
7. In the window that pops up, leave ‘Contact >‘ selected in the first column, select ‘Account >‘ in the second column. In the next column, select the field that you would like map to the new contact custom field (e.g. Account Name)
8. A box with the name of the field and the object it belongs to (account.name) will appear. Click the Insert button inside the box then Next.
9. In step 4, you may edit Field Level Security if you wish. Click Next to go to the last step.
10. Select the page layouts that should include this field, then Click Save to complete.