I created a custom field new_region in the Lead entity. I also have same field in Opportunity entity. If a Region exists in Lead, I would like the Qualify action to copy the new_region value from the Lead to the Opportunity Entity. What are the steps involved please? Thank you!
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Really helpful Prashant, thanks!
Really helpful!
Great VJH,
Just follow the steps mentioned before and the link I gave to you already give an example there.
Thanks.
go to settings>>Customization>>customize the system>>Entity>>Leads>>1:n mapping>>click opportunity originating lead>>New >>select source fields & click ok>>Publish customizations
You are now good to go for your desired result
Hi,
You dont need to build new relationship, its already in CRM
Double click on relationship, then you will see Information and Mappings on left side navigation panel.
Click on Mappings and then click on new button.
Then you need to select your Region attribute from source(Lead) to Target Opportunity.
Click OK, Save entity and publish your customization.. done.
Note: when you are mapping attributes, you need same data type and same length in both source and target entity.
Here are more details about attribute mapping
https://msdn.microsoft.com/en-us/library/gg334512.aspx
Hello Aileen - Thanks for the prompt response! I will try this out (next few days) and report back! Best Regards!
Hi VJH,
You can use mapping from Lead to Opportunity.
Use the OOB Relationship Lead - Opportunity, not other relationship.
See this link:
And other example, but change it to the Opportunity entity like the first link:
www.pardot.com/.../mapping-your-mscrm-lead-fields-to-contact-fields
Overall, What you need to do is go to the Customization
Go to the Lead and then expand the 1:N Relationship, find the Relationship to the related entity = Opportunity (find the OOB relationship with field name = Originating Lead)
Then double click, edit the mappings (from the first link already explain the detail steps with picture) then add your custom field you want to copy.
Just take a note, you need to make sure the entities Lead and Opportunity are having the same field with same type.
I think your region is either Lookup or Single line of text.
If you are using Option Set make sure using Global Option Set.
Hope this helps!
Thanks.
Not yet! Wondering what relationship I need to build too. Thanks!
Are the fields mapped in a relationship from Lead to Opportunity?
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