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Topics#Data ManagementCindy Cheung's Question
Cindy Cheung asked in #Data Management
Aug 29, 2012, 4:02 PM

How to link customized fields in leads to fields in contacts?

I created a new way to categorize my Lead Source and created field depency on the Lead Source and now I'm in the process of updating my database with the newest way of recording. However, in cases where leads are already converted, it seems to mean that I have to re-create the whole field dependency and customized fields in the Contact record type. I want to know if there's an easier to connect what I have created in Leads to Contacts. I'd imagine it be similar to having the same picklist in both types or likewise. Please send your ideas!!
1 answer
  1. Marco B
    Aug 29, 2012, 4:14 PM
    It might be doable using the Force.com IDE but if you have never used it,  then I think you will spend more time getting to know how the IDE works than replicating your picklist.

     

    So I would rather do it manually.

     

    One tip for copying the picklist values, select the picklist , then click on Printable view, this let copy all the values in one go.
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