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Nuevo9763 Auto populate opportunity field on Lead conversion
I need to auto-populate an Opportunity field on lead conversion. What's the best approach, writing a trigger to do this or create workflow rule?
I am new to SalesForce, so pardon me if this is a dumb question.
Thanks,
I am new to SalesForce, so pardon me if this is a dumb question.
Thanks,
Triggers:
Triggers can work across objects and wherein you can query the object as well as you can do DMLs.
And Used for a complex business process in which multiple Obj can handle.
Workflows:
But workflows will only helpful to update the same object or master object in custom master-detail relationships.
There are several scenarios in which you can't achieve your functionality with workflows.
To Auto Populate on lead Conversion Please check the below Link which was posted in developer forums Earlier.
http://developer.salesforce.com/forums/?id=906F00000008of6IAA
Please mark it as solved if it is resolved.
Best Regards
RahulKumar
All Answers
If the lead field is custom field, and opportunity field is also a custom field,
then you can map the field using Lead Custom Field Mapping.
Lead -> fields -> click on Map Lead Fields button.
If the requirement is complex then you can go for the workflow rules,
but the best approch will be using Lead Custom Field Mapping.
Thanks,
Harsh Aditya8.
Triggers:
Triggers can work across objects and wherein you can query the object as well as you can do DMLs.
And Used for a complex business process in which multiple Obj can handle.
Workflows:
But workflows will only helpful to update the same object or master object in custom master-detail relationships.
There are several scenarios in which you can't achieve your functionality with workflows.
To Auto Populate on lead Conversion Please check the below Link which was posted in developer forums Earlier.
http://developer.salesforce.com/forums/?id=906F00000008of6IAA
Please mark it as solved if it is resolved.
Best Regards
RahulKumar