Lead Conversion to Existing Opportunity

Question

I am using Standard Lead Conversion Process. I have updated the Lead to Opportunity Field Mapping on the Lead in the "Map Lead Fields" Section

When I convert a Lead into a New Opportunity, the Lead fields are mapped correctly, but when I choose to link an Existing Opportunity, the Lead data is not Mapped to the Opportunity

Please Assist!

Thanks, Craig

Answer 1

As you mentioned you are not able to overwrite the data of the lead record into the existing opportunity record.

As per the article Considerations for Converting Leads

When updating existing accounts or contacts during lead conversion, the values of mapped lead fields don’t overwrite the values of the mapped account and contact fields.

This is also applicable for Opportunity objects during lead conversion.

Although we may use custom code to convert leads into existing accounts and contacts, the value is not replaced when the lead is converted.

String leadId = '00XXXXXXXX';
Database.LeadConvert lc = new database.LeadConvert();
lc.setLeadId(leadId);
lc.setAccountId('001XXXXXXXX');
lc.setOpportunityId('006XXXXXXXX');
lc.setConvertedStatus('Closed - Converted');
Database.LeadConvertResult lcr = Database.convertLead(lc);

convert lead using apex code

The system automatically maps standard lead fields to the standard account, contact, and opportunity fields.

For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields using Map Lead Field