0

I am using out of the box functionality for Lead Conversion through the Convert button on the lead detail page. There are several custom fields on the Lead object which need to be mapped to Opportunity on conversion. The Lead object has 2 different Record Types and opportunity has 4 different Record Types. The custom fields on Lead and Opportunity are identical Text(100), and correctly mapped on the lead mapping.

The problem I face is that some of the custom fields are blank on the Opportunity record even though there is a corresponding value in the converted Lead. I understand that record types play a important role during the lead conversion. I tried using the default record type assigned to the user profile. Still the values on the opportunity are not visible. How can I debug further and discover the root cause?

  • Are you having issues moving data from a Lead to an Opportunity during conversion? I want to make sure I understand the issue before answering the question. – Dan Kowalski Jun 14 '17 at 20:16
  • Yes @DanKowalski . The custom field data in Lead object is not mapped to the opportunity object on Lead Conversion – Karthik Jun 15 '17 at 17:22
  • Have you looked at this in the sf documentation? help.salesforce.com/… – Dan Kowalski Jun 15 '17 at 18:57
  • Figured out that , it was not due to issues with Lead Map. There was a workflow which updated this field. Thanks for the answers :) – Karthik Jul 11 '17 at 20:54
0

Looks like you need to further look at permission sets for that user & see if there is write access to those fields on Opportunity.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.