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Topics#Data ManagementDomanda di Dave Meixell
Dave Meixell (Partner Tech) ha fatto una domanda in #Data Management
31 lug 2020, 21:33

How can I convert a field from the Lead Object over to Accounts, when the same field is a related list in my Accounts Object?

I have a field in my Leads object called "Prinary Market".

 

In my Accounts object, I have "Primary Market" set-up as a related list, which contains the same information as in Leads.

 

So when I complete a Lead Conversion, how can I map the data from "Primary Market" field in Leads, to the "Related List" in the  Account object?
3 risposte
  1. Jayson Morales (Accenture)
    31 lug 2020, 21:56
    Hi Dave,

     

    You can try setting up a process builder to update the account field in the Primary Market object when your lead is converted so it would appear in the related list of the account. It's not possible to do it with lead mapping.

     

    Hope this helps.

     

    Regards,

     

    Jayson

     

     
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