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Jim EllisJim Ellis 

Creating a Lead from a 'Lost' Opportunity - Issue with First Name & Last Name

Hi All,

 

We have a process in our Enterprise edition of Salesforce, where our Sales Team need to create a Lead when an Opportunity is set to 'Closed Lost'.  


The reason for this, is that our Telemarketing team can then 'warm-up' those Leads depending on why the Opportunity was Lost in the first place.

I'm creating a button to do this, but am having difficulty getting the First Name and Last Name of the contact, specified in the Contact Role, pre-popuating in the new Lead.

My button code is here:

https://emea.salesforce.com/00Q/e?
lea3={!Opportunity.Account}&
name_firstlea2={!Contact.FirstName}&
name_lastlea2={!Contact.LastName}&
lea12={!Account.Website}&
00N20000002X2tm={!Opportunity.Name}&
00N20000003ZQZU={!Opportunity.New_Biz_Sales_person__c}&
00N20000003GkTu={!Opportunity.OwnerFullName}&
00N20000002X2tr={!Opportunity.Monthly_Value__c}&
00N20000003GkTz={!Opportunity.LeadSource}&
00N20000003GkU4={!Opportunity.CloseDate}&
00N20000002X2tw={!Opportunity.Account}&
00N20000002X2u1={!Opportunity.Description}&
00N20000003GkUE={!Opportunity.Reason_For_Win_Loss__c}&
00N20000003GkU9={!Opportunity.Notes_from_Lead__c}

Everything else pre-populates correctly in the Lead, but I'm stumped as to where/how I can access the necessary information for the Contact, specified in the Opportunity Contact Role.

If anybody has any ideas or can point me in the right direction, I'd greatly appreciate it.

 

Thanks

Ashish_SFDCAshish_SFDC

Hi Jimothy, 

 

Try this, OpportunityContactRole.Contact.FirstName . 

Look for more information on the link: http://salesforce.stackexchange.com/questions/14808/pulling-and-searching-opportunity-contact-roles-from-a-list-of-multiple-opportun

 

Regards,

Ashish