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Multiple Custom Text Fields need to be Mapped to other object but not overwrite each other
Here is my delima,
We have the below 4 description fields
General Description
OEM
Protection
Masking
We have these on our lead layouts, now if I just need to map them to the Contact, that would be simple, however, I need to map them to the Account, the problem I see with this is that if another lead is converted, then instead of just adding the new comments, it will over wright the old ones. We want to be able to keep a list of these items. I was thinking of maybe a related list that would show each comment, like on Cases where we can see Case Comments.
Does anyone have any suggestions on this?
Thank you,
Brennan
We have the below 4 description fields
General Description
OEM
Protection
Masking
We have these on our lead layouts, now if I just need to map them to the Contact, that would be simple, however, I need to map them to the Account, the problem I see with this is that if another lead is converted, then instead of just adding the new comments, it will over wright the old ones. We want to be able to keep a list of these items. I was thinking of maybe a related list that would show each comment, like on Cases where we can see Case Comments.
Does anyone have any suggestions on this?
Thank you,
Brennan
For example, let take an example with General Description field.
1. Create two custom field GeneralDescription and GeneralDescription1
1. Map the lead field to GeneralDescription1 field of account object
2. Then create a workflow rule to copy and append the value to the GeneralDescription field like below the field update operation