Showing results for 
Search instead for 
Do you mean 

Mapping Lead Fields to Account and Contact Fields

by ajappel on ‎12-01-2010 07:13 AM

There are a number of Lead, Contact and Account fields that are mapped by default so that when a Lead is converted these field’s values transfer over to fields in Contacts and Accounts.  There is a neat, nearly codeless (you have to type Contact.CustomField1 = lead.CustomField) way to extend this field mapping.

 

 

Mapping a Lead Field to a Contact

  • Application  Architect – VFS – Entity Model – Packages – SalesLogix – Application Entities – Lead – Rules – Business Rule Methods – open ConvertLeadToContact – Add a PreExecute Step (C# Snippet)
  • Enter in fields you want to map

// TODO: Complete business rule implementation

                  contact.Spouse = lead.Spouse;

                  contact.Email2 = lead.LeadEmail2;

                  contact.LinkedInId = lead.LinkedInId;

 

  • File – Save All
  • Build + Deploy

 

Mapping a Lead Field to an Account

Identical process as mapping a Lead Field to a Contact except you will use ConvertLeadToAccount Business Rule

 

// TODO: Complete business rule implementation

                  account.LeadAcctFinancial = lead.Financial;

                  account.LeadAcctNote = lead.Notes;

 

  • File – Save All
  • Build + Deploy

 

Comments
by alby1481
on ‎07-05-2011 02:06 PM
Exactly what I needed today. Thank you ajappel
Register Read Guidelines Request Partner or Employee Access

What's New in 8.1

Labels