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Topics#Sales And MarketingHetal Desai's Question
Hetal Desai (Ally Financial) asked in #Sales And Marketing
Sep 28, 2010, 4:29 PM

Opportunity Description

When a lead is converted, the Lead: Description field is mapped over to the Contact: Description field.  Is there any way to get that information to the Opportunity: Description Field.  Any suggestions would be greatly  appreciated!

 

Thanks,

 

 
6 answers
  1. John Kucera (Salesforce)
    Oct 1, 2010, 9:55 PM
    I'm a bit late to the party, but wanted to confirm that standard fields cannot be mapped to 2 objects (nor can the standard field mapping be changed).

     

    As CTU007 mentions, the best workaround is a trigger on either lead or oppty to update description on the newly created opportunity.

     

    The steps - opportunity before insert:

     

    1) Query for any converted leads where convertedopportunityId IN Trigger.new

     

    2) Create a map of opportunity Id to Lead.Description

     

    3) Loop through trigger.new and update opportunity.description with the restults from #2 if found
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