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Topics#Data ManagementFrage von Talia Fenech
Talia Fenech fragte in #Data Management
23. Mai 2014, 19:25

I have custom Lead fields being mapped to Accounts, I also need them to be mapped to Opportunities. How can this be done?

We currently have multiple custom Lead fields being mapped to the corresponding fields in Accounts. We also need them to be mapped to opportunities.  Some of the Lead fields are filled out automatically based on information fed from our site to the Lead in Salesforce.  Most of them are Picklist.

 

Can this be done with Formulas or does someone in dev need to create an Apex Trigger for me, or is there another option?

 

If Formulas, if someone could please help point me in the right direction of composing the formula.  
11 Antworten
  1. Steve Molis (You Owe Me a Beer, Inc.)
    27. Mai 2014, 19:24
    Hi Talia,

     

    You need to use the TEXT function to convert your Account Picklist value into a Text String that can be displayed on the Opportunity.  So you need to use the whole formula that I posted.

     

    Datatype: Formula 

     

    Result: Text

     

    Formula: 

     

    TEXT(Account.Industry)

    PS.  You owe me a beer!  ;-p

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