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Copy Lead specific field value to Opportunity Line on Lead Qualification

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Posted on by surajitinsync

Hi Expert ,

I have 4 custom field in Lead . Two fields are lookup type (Product , Type) .Two fields are optionset (App1 , App2). Same type of fields are exist in opportunity line. Now i want to copy these four fields value from Lead to Opportunity Line on Lead Qualification.I want to this in realtime . I am new user . Please suggest me how to do that .

Thanks

Surajit Kundu

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David Jennaway 14,065 on at

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Unfortunately there's no simple way to do this. In most cases you could create a realtime workflow in CDS, but unfortunately the CDS workflow engine does not permit you create or update Opportunity Line (opportunityproduct) records. I think you can instead create the Opportunity Line via a Power Automate flow, though this is necessarily asynchronous

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LuHao 40,892 on at

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Hi partner,

We can create the same 4 fields for Opportunity, then create the mapping of relationships between Lead and Opportunity, Opportunity Line, so that when we qualify Lead and new Opportunity Lines, the values of these 4 fields will be mapped to related entity.

1. Create the same 4 fields for Opportunity.

2. Create the mapping of relationships between Lead and Opportunity, Opportunity Line.

Edit the relationship opportunity_originating_lead.

New a mapping.

Select the same type fields.

Edit the relationship product_opportunities.

New a mapping. Select the same type fields.

In this way, when we qualify Lead, the field value of Lead will be copy to the Opportunity field, and when we new an Opportunity Line, the field value of Opportunity will be copy to Opportunity Line field.

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surajitinsync 40 on at

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Hi David ,

Thanks for your suggession. I have try one Power automate flow to copy a Product customfield into opportunity line .It's working fine but i have an issue with realtime .It's take time near about 2/3 mints to copy the data . is there any way so that data will be copy in realtime

Thanks

Surajit

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surajitinsync 40 on at

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Hi Lu Hao,

Thanks for your suggestion. I have done copy field data from lead to opportunity using mapping . But i want to create one opportunity line whenever a opportunity is created by lead qualify.

Thanks

Surajit

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LuHao 40,892 on at

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Hi partner,

You mean, when we qualify a Lead and an Opportunity is created, you want an Opportunity Line record to create automatically instead of manually, right?

If so, we have to use power automate to create Opportunity Line records, althrough it is asynchronous and there is a slight delay.

In short,

Use power automate, it is not real-time, but it can create Opportunity Line records automatically.

Use mappings of relationship, it is real-time, but it needs users to create Opportunity Line records manually.

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LuHao 40,892 on at

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Hi partner,

Has your problem been solved? Need more help?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

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