1. Implementation Reference
  2. Update the Copy Map to Copy the Lead Contact Value

Update the Copy Map to Copy the Lead Contact Value

This topic describes how to update the copy map to copy over the Lead contact value into the opportunity's Customer field.

Updating the Copy Map to Copy the Lead Contact Value

In this step, you update the copy map to copy over the Lead contact value into the opportunity Customer field. Copy maps are a declarative way to specify what fields are copied among objects. The functionality for converting a lead to an opportunity uses the predefined Copy Lead To Opportunity Map copy map feature.

  1. Expand Advanced Setup and click Copy Maps (in left pane of the Application Composer).

  2. Click Copy Lead to Opportunity Map.

  3. Under the Attribute Mappings section, in the row for TargetPartyId, select PrimaryContactId from the drop-down list in the From column.

  4. Click Save and Close.