Set Up Deal Registration for Opportunity Conversion Mapping

Sales administrators and application implementation consultants must set up a map to determine how the deal registration values are converted to opportunity values.

Use these steps to set up the deal registration to opportunity map:

1. Sign in with your Sales Administrator or Application Implementation Consultant credentials.

2. In Navigator, click Setup and Maintenance.

3. Click the Tasks icon and click Search.

4. Search for and select the Manage Sales Lead Administrator Profile Values task.

5. Search the profile options to check which copy map is being used for conversion.

6. You can compare the active map with the preconfigured map by navigating to Application Composer, Sales, Copy Map, Deal to Opportunity Conversion and clicking View Original.

7. Check the active map for the following:

   • Issues with incorrect expression.

   • Duplicate entries.

   • Missing entries due to corruption.

   Note:

   The copy map must be correct for conversion to work.

8. Save your work.