locked
Link Lead and Opportunity RRS feed

  • Question

  • Hi,

    How can i link lead and opportunity entities. The attribute OriginationgLeadId in Opportunity is

    found  null . I need to relate both the tables and retrieve data. Can anyone help...

    Thanks.

    Friday, June 4, 2010 12:30 PM

Answers

  • OriginationgLeadId will contain value when a lead is converted to Opportunity.

    You can use that field for joining.

     

    Friday, June 4, 2010 12:33 PM
  • Did you check it after converting any lead to Opportunity, if not please first convert lead to opportunity then check .
    Mahain
    • Marked as answer by Jim Glass Jr Friday, June 4, 2010 3:24 PM
    Friday, June 4, 2010 1:42 PM
    Moderator

All replies

  • OriginationgLeadId will contain value when a lead is converted to Opportunity.

    You can use that field for joining.

     

    Friday, June 4, 2010 12:33 PM
  • Did you check it after converting any lead to Opportunity, if not please first convert lead to opportunity then check .
    Mahain
    • Marked as answer by Jim Glass Jr Friday, June 4, 2010 3:24 PM
    Friday, June 4, 2010 1:42 PM
    Moderator
  • Thanks for the replies. I was trying a custom way to convert lead to opportunity. OriginationgLeadId is not set in this. Is there any way to set OriginationgLeadId.

    Monday, June 7, 2010 5:33 AM
  • What you mean by Custom way? your own ISV button? or automatically through Plugin?

    then you have to manipulate it in your code. Assign lead id to OriginationgLeadId when you custom action is performed.

    Monday, June 7, 2010 6:05 AM
  • Hi Rittu123,

    As you said you are trying to convert lead to opportunity in custom way, so at that time you can set "originatingleadid" through code, it's a lookup field.


    Mahain
    Monday, June 7, 2010 6:13 AM
    Moderator