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Mapping Lead & Contact Formula Fields
I created identical formula fields on the Lead and Contact. But when I try to map them together the Contact version of the field is not available in the picklist. This is my first time creating a formula field. Is it not possible to map Lead and Contact formula fields together?
Also, once you create a formula field (this one adds the values from demographic score and behavior score together) - does it take time for it to populate? The value is greater than 0 for only a small fraction of the people in our database with non-empty demo and behav scores.
Thanks in advance!
What you can do is the below:
- create a technical field of the same type of the formula field, which is hidden to the user
- make the formula field on the contact equal to this field
- map the formula field on the lead to this newly created field
kindly mark as best answer if this helps you