process - pull data from account with a new field

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Posted on by HarHar

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I have created a new field in Account form and Lead form

Need to be automatically pull data from Account to Lead

But the process doesn't allow me to add it from customer(account)

need to be done something before setting the pull data ?

Thanks a lot

HarHar

new field in Account form

new field in Lead form

Cannot find the new field in process - customer(account)

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a33ik 84,331 Most Valuable Professional on at

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RE: process - pull data from account with a new field

Hello,

I believe you want to bring the data from lead to account during the qualification process and the easiest way to do that is using the mapping. Check this article that describes the similar process for lead to opportunity mapping - ledgeviewpartners.com/.../

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XM-22040801-0 11 on at

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RE: process - pull data from account with a new field

Hi,

If you want to pull data from an account to a lead and the field is a Choice, I invite you to create a Global Option Set, so it will be used both in the account and in the lead. You can use it in the workflow because it will be the same type. See learn.microsoft.com/.../custom-picklists

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Sayen Zhang on at

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RE: process - pull data from account with a new field

Hi partner,

If you want to automatically pull data from Account to Lead, you can create a field mapping.

It is important to note that the field that we used to mapping must be the same values and type in Account and Lead form.

Here are the steps:

1. Select Account table.

2. Create "one-to-many" relationship with Lead.

3. Click Advanced Settings under gear.

4. Select Customizations under Customization.

5. Click Customize the System and select Account.

6. Click 1: N Relationships and select relationship that we created.

6. Select Mappings and create a new mapping

7. Save and close.

8. When you create a new Account and then create a new lead from related tab, you will see company size value automatically be taken from Account.

Best Regards,

Sayen Zhang

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HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

I have follow your instruction but doesn't work, cannot bring the value from account to lead.

Please have a look the following screenshot.

Any idea of it ?

Appreciate your help.

Thanks

HarHar

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HarHar 112 on at

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RE: process - pull data from account with a new field

please have a look the following field, same value.

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Sayen Zhang on at

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RE: process - pull data from account with a new field

Hi HarHar,

Thank you for your information.

Have you created a new Lead record from Account record? If so, the value in Company Size column will be taken from Account to Lead form.

The value cannot be taken when we create a new Lead record and then select an existing Account.

Best Regards,

Sayen Zhang

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HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

Yes, I have created a new Lead record from existing Account record, but cannot pull data from account file.

Thanks

HarHar

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HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

yes, when created Lead record from Account , it can pull the data, you're correct.

But when created from Lead only, it cannot pull data from Account, I need to create record from Lead instead of create from Account, may I have your advise please ?

Thanks HarHar

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HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

I have successfully pull data from Account to Lead with two default field in YELLOW color, but cannot pull data from new field RED BOX.

The different in default field and new field is not Managed in new field, please see the following screenshot.

I think not managed field cannot set pull data from Process Sessions, may be need to set it to Managed be ok ?

Thanks a lot

Har Har

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Sayen Zhang on at

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RE: process - pull data from account with a new field

Hi HarHar,

I'm afraid it is not available to use workflow to update the value in choice column of Lead form.

It's due to system design that we cannot pull value from choice column to another column.

Now we can only use field mapping to realize this function.

Best Regards,

Sayen Zhang

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