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Jeff Susich
Prepopulate fields on a new Record
I want to populate fields on the newly created Opportunity record when a Lead is converted. This can easily be done with field mapping on the Lead object if both the Lead and Opportunity fields are custom fields, but I want to map a custom Lead field to the standard "Amount" field on the Opportunity. Yes, I could recreate a new custom "Amount" field, but that's not the best way.
No matter how I try and create my button logic, it's not taking the fields off the Lead object and populating the standard fields on the new Opportunity. Am I trying to do something not supported by Salesforce, as in prepopulating fields on a 'new' record that is being created by Lead Conversion?
No matter how I try and create my button logic, it's not taking the fields off the Lead object and populating the standard fields on the new Opportunity. Am I trying to do something not supported by Salesforce, as in prepopulating fields on a 'new' record that is being created by Lead Conversion?
There is free appexchange product available to do custom convert there you can Include additional Opportunity, Account, Contact, or Task fields when converting a Lead.
Below is the link for app.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4sHpEAJ
Please let me know if it helps you.
Best Regards,
Dayakar.D
All Answers
There is free appexchange product available to do custom convert there you can Include additional Opportunity, Account, Contact, or Task fields when converting a Lead.
Below is the link for app.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4sHpEAJ
Please let me know if it helps you.
Best Regards,
Dayakar.D