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My stakeholders want to add extra fields to the campaign response entity so that creating a lead will require less manual work. However, after adding the fields and creating the 1:N relationships the extra data is not pushed to the lead. What am I doing wrong or omitting? Help!
Are you talking about Campaign Entity or Campaign Response Entity.
If you talking about Campaign Entity, which has a 1:N Relationship with Lead and you want to carry some field values when Lead is created from Campaign then you maybe missing the Mapping.
Open the Relationship Record (1:N) and provide additional mapping for your Fields
Hope that helps
Hi: The campaign response entity is what I am trying to map to the lead because we can convert the response to a lead.
Campaign Response Entity does not allow Mappings to be done for 1:N Relationship between itself and Lead.
In that case you will need to implement a Plugin, Workflow or Custom Workflow activity on the Create Message of Lead Entity to Query your Campaign Response and bring in your Field Values to the Lead.
Sorry I don't know how to write any of these.
I will guide you to Create a Workflow.
1. Goto Settings >> Customize the System >> Process
2. Create a Workflow and choose Entity as Lead.
3. A new window will appear. Select in the Add Step as Update Record
4. Click Set Properties, select your field from in Lead which need to be mapped. Choose field, click Add and say OK
Thanks, I will try it and let you know.
Hi: I followed your instructions exactly but it does not work even on demand, nothing happens.
You cant use workflow because in fact after the Convert to Lead ribbon in the Campaign Response didn't inherit the Related Campaign Response Id field to the Lead Form, so there is no connection between them, even though in fact, in CRM already have 1:N Relationship from Campaign Response to Lead.
As you can see now, the Lead and the Campaign Response there is no field that binding them together, they are only linked by a Parent Campaign.
I have posted to the Microsoft about this, why we cannot see from the lead, which is our Original Campaign Response.
Kindly you vote it up.
I did various things, like use Workflow, but how we can detect from which Response this Lead was coming from if in fact there is no field binding them?
I also did add the custom mapping using these method:
But, no luck.
Because they didn't map this Related Campaign Response field to the Lead..
So, the possibilities here are two:
1. You modify the Convert to Lead ribbon (which is not supported, you need to make sure that you copy first the existing ribbon)
Since from the Campaign Response to Lead we can map several fields, such as Topic, First Name, last Name.
Are they strong enough to become the identifier of a campaign response? Or Not?
Because 1 Campaign can have multiple Campaign Response.
Imagine that you have same Campaign Response topic, right?
Then you convert it to Lead, which one you should choose?
If this is possible you have a unique topic for each response.
You can see this reference talking about this no direct relationship between them.
I have posted this in detail:
Furthermore, You can do this without coding using your custom relationship.
Then modify the Mappings.
Customization -> Entities -> Campaign Response -> 1:N Relationship
Choose your Lead (custom one) relationship, then double click, edit the mapping, add the mappings create new one mapping + also the standard fields you need to create as well.
But, not through the ribbon, but it should be through the subgrid or associated view.
Customize your Campaign Response
If you want to use ribbon, you need to customize the ribbon to open new Lead form and pass the parameters.
Hope this helps.
Thanks, I will work on this.
I am encountering the same issue as you describe. I am trying to pass custom fields inside of a custom form of Campaign Responses to Leads or Contacts.
So in order to overcome this issue I should:
- Create a new 1:N Relationship between Campaign Responses and Leads
- Use the mapping function within this newly created relationship in order to map the custom Campaign response fields to the appropriate Leads fields.
You say I cannot use the current 'Convert Campaign Response' Ribbon button as it uses a system relationship which cannot be edited so would it make sense for me to create two new buttons in my custom form using Ribbon Workbench named:
- Convert to Lead
- Convert to Contact
How would I associate the newly created relationship with these button presses for calling a new Lead/Contact?
If you possibly could show with a tutorial I would be extremely appreciative,
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