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Topics#Data ManagementDave Meixell の質問
Dave Meixell (Partner Tech) が「#Data Management」で質問
2020年7月31日 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 件の回答
  1. Jayson Morales (Accenture)
    2020年7月31日 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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