Wf for datafix - copy lead source from originating lead

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Posted on by pawelk3

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I need your advice because I'm not very advanced in creating workflows.

The situation is as follows: in the Lead entity I have an option set with a lead source, the same option set also in the Client entity. When I qualify a lead record to the client record, the value from the 'lead source' field is transferred to the client. So mapping is working. The problem is that both option sets have had different elements and their IDs so far. I managed to unify them, but I need to fix the values in 'lead source' field for existing records in the Client entity.

One way is to export the entire database (30k records) to Excel and change the value in this field, and re-import. However, I thought maybe it could be done faster using workflow.

I want to find client records with existing originating lead and then copy value of the 'lead source' field from this originating lead to the 'lead source' on client. Can anyone guide me?

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Justinjose 2,707 on at

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RE: Wf for datafix - copy lead source from originating lead

Hi pawelk3,

You could use Microsoft Flow.

1. Create an Instant or Scheduled flow.

2. Use Common Data Service "List Record" action to retrieve client records

3. Use filter condition in the "List Record" action to retrieve client records with existing originating lead

4. Add a for each loop to loop through all client records

5. Add Common Data Service "Get Record" action to retrieve Originating lead

6. Get "Lead Source" value from Originating lead and use "Update Record" connector to update 'lead source' on client.

Please feel free to contact me if you need any further information

Thanks

Justin Jose