Is there any way to do this? My idea was to download the Task Activity History with the Lead ID then uploading it back with the Opportunity ID instead. However, I can't seem to find that Opportunity ID....Anyone have any ideas? Or a better way?
Hi Ker Vin,
You can transfer the activity history, but you generally shouldn't update the existing Task records by simply replacing the Lead ID with the Opportunity ID.
For a one-time cleanup, you can export the Lead's Tasks, identify the corresponding Opportunity ID, and then create new Task records related to the Opportunity. Keep the original Lead activities intact if you still need the historical record.
For an ongoing process, Apex/automation can copy the Lead's relevant activities to the Opportunity when the Opportunity is created.
If you're doing this through Data Loader, the Opportunity ID can be obtained by exporting the Opportunities first (including Id and any field you can use to match the Lead), then using that mapping when creating the Tasks.
