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Emma Mayer How do I map custom fields from a lead to a contact & opportunity?
Hi guys,
I have created two custom fields on a lead. I've also added them to the contact and opportinity objects. The deatials for these fields are usually filled in at the lead stage. I want them to auto-populate in the contact and opportunity when the lead is converted.
I'm trying to use process builder but keep running into errors. Any suggestions on how I could acheive this?
Here's what I've done so far:
I have created two custom fields on a lead. I've also added them to the contact and opportinity objects. The deatials for these fields are usually filled in at the lead stage. I want them to auto-populate in the contact and opportunity when the lead is converted.
I'm trying to use process builder but keep running into errors. Any suggestions on how I could acheive this?
Here's what I've done so far:
You can achieve this using salesforce native feature.
In order to accomplish this search for lead in your quick find box and click on Fields ( under the Lead) and click on Map Lead Fields. Here you can map your fields to opportunity and contact fields.
Any suggestions?