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Mapping between campaign response and lead RRS feed

  • Question

  • Is it possible to add relation between campaign response entity and lead entity ?

    While we convert campaign response to lead not all fields data is transmitting to lead, because of this we are manually copying data from campaign response to lead form. Please let me know the ways to overcome this problem. so that we will avoid manual copy pasting data.

    Thanks,

    Rajesh

    Monday, August 9, 2010 8:56 PM

Answers

  • From the perspective of being able to do this from a point a click standpoint there is not an option. If yo go into the customizations you will not see a relationship between these to entities that allow for mapping. The Lead is created programmatically by the Convert Response Button.

    You would need to intercept this function and then have it do the additional mappings. This wouldn't be a supported change either.

    Additionally, there isn't any relationship in Workflow between the Lead and the Campaign Response only to the Campaign, so trying to apply a manual workflow rule doesn't seem to be an option either.

     

     


    Jerry http://www.crminnovation.com
    Monday, August 9, 2010 10:25 PM