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Taking Custom field from Lead to Opportunities when converting RRS feed

  • Question

  • What would be the best practice to copy custom fields from your Lead entity to your Opportunity, when converting the Lead to an Opportunity?

    Fields like Bit, picklist, nvarchar..
    Wednesday, May 13, 2009 11:41 AM

Answers

  • create the exact same fields on the opportunity record and map the fields from the Lead record to the Opportunity record.  You need the fields on the Opportunity record to store the data.  When you convert the Lead to an Opportunity the fields will populate the data.

    Field creation and mapping is done through Settings, Customization.  It sounds like you are familiar with this since you created the custom fields.  Let me know if you need exact steps.
    Best Regards, Donna
    • Proposed as answer by Donna EdwardsMVP Wednesday, May 13, 2009 12:28 PM
    • Marked as answer by ThunderSon Wednesday, May 13, 2009 1:28 PM
    Wednesday, May 13, 2009 12:01 PM
  • Go to lead customization, open "opportunity_originating_lead" in "1:n-Relationships".
    Go to "Mappgings", add new mapping and chose source and target attribute.
    Both attribute must be same type and size.

    Quick and easy!

    • Proposed as answer by Roman Delaveaux Wednesday, May 13, 2009 12:02 PM
    • Marked as answer by ThunderSon Wednesday, May 13, 2009 1:28 PM
    Wednesday, May 13, 2009 12:01 PM

All replies

  • create a workflow to start when an opportunity record is created

    get the workflow to check the "Originating Lead" field contains data.

    If so, update the field in the opportunity record with the value of the lead custom field.

    else do not do anything.

    This should work like a dream.

    Another way of doing this is via improving the relationship between the lead and opportunity by adding the custom field into it but it might be alot easier to just create the above workflow.

    Let me know if that helped.




    MBSS, MCNPS, MCTS (http://kamalhitari.blogspot.com)
    Wednesday, May 13, 2009 11:49 AM
  • create the exact same fields on the opportunity record and map the fields from the Lead record to the Opportunity record.  You need the fields on the Opportunity record to store the data.  When you convert the Lead to an Opportunity the fields will populate the data.

    Field creation and mapping is done through Settings, Customization.  It sounds like you are familiar with this since you created the custom fields.  Let me know if you need exact steps.
    Best Regards, Donna
    • Proposed as answer by Donna EdwardsMVP Wednesday, May 13, 2009 12:28 PM
    • Marked as answer by ThunderSon Wednesday, May 13, 2009 1:28 PM
    Wednesday, May 13, 2009 12:01 PM
  • Go to lead customization, open "opportunity_originating_lead" in "1:n-Relationships".
    Go to "Mappgings", add new mapping and chose source and target attribute.
    Both attribute must be same type and size.

    Quick and easy!

    • Proposed as answer by Roman Delaveaux Wednesday, May 13, 2009 12:02 PM
    • Marked as answer by ThunderSon Wednesday, May 13, 2009 1:28 PM
    Wednesday, May 13, 2009 12:01 PM