1. Implementation Reference
  2. Enable a User-Defined Copy Lead To Opportunity Map Value

Enable a User-Defined Copy Lead To Opportunity Map Value

The Copy Maps feature lets you create objects by copying existing objects. After you specify the lead-to-opportunity copy map template in a profile option, you can copy notes, attachments, and activities from a lead record to an opportunity record during the lead-to-opportunity conversion.

These sections describe how to access the Direct Lead to Opportunity Mapping profile option and how you can specify your own user-defined mapping files.

Set Your Copy Lead To Opportunity Map Value

You can specify the mapping file name to use when copying an opportunity by setting the Direct Lead to Opportunity Mapping profile option. Use the predefined file to specify the mapping file name created when you convert your lead to an opportunity.

Here's how to access and modify the value set for the mapping file name in the Direct Lead to Opportunity Mapping profile option:

  1. In the Setup and Maintenance work area, go to:

    • Offering: Sales

    • Functional Area: Leads

    • Task: Manage Sales Lead Administrator Profile Values

  2. On the Manage Sales Lead Administrator Profile Values page, enter Direct Lead to Opportunity Mapping in the Profile Display Name field.

    Note: For partner leads, use the Partner Lead to Opportunity Mapping profile option.

  3. Click Search.

  4. In the Profile Values section, the predefined mapping, called Copy Lead To Opportunity Map , appears in the Profile Value field.

  5. Remove the Copy Lead To Opportunity Map value and enter the value for your user-defined mapping file, for example My Copy Lead To Opportunity Map.

    Note: Use the Standard Reference Copy Lead To Opportunity Map to keep any attachment reference during the lead to opportunity conversion.

  6. Click Save and Close.

See the topic Modify Lead Convert and Mass Lead Convert Pages for more information.

Profile Options for Copy Maps

As an administrator, you can specify your own copy maps to use for mapping objects and attributes during the lead to opportunity conversion process. For example, you can create user-defined lead and opportunity attributes in Application Composer and can then add these attributes to the copy maps. Oracle recommends that you duplicate an existing copy map and make the changes in the copy. You must save the user-defined copy map using a unique name and then specify the name of the saved copy map in one of these profile options:

Profile Option Display Name

Description

Direct Lead to Opportunity Mapping

Specify the mapping file name created in Application Composer > Copy Maps. This file is used to map objects and attributes when a direct lead is converted to an opportunity. The predefined value is Copy Lead to Opportunity.

Lead to Account Mapping

Specify the mapping file name created in Application Composer, Copy Maps. This file is used to map objects and attributes during the creation of an account when converting a lead to an opportunity.

Lead to Contact Mapping

Specify the mapping file name created in Application Composer, Copy Maps. This file is used to map objects and attributes during the creation of a contact when converting a lead to an opportunity.

Partner Lead to Opportunity Mapping

Specify the mapping file name created in Application Composer, Copy Maps. This file is used to map objects and attributes when a partner Lead is converted to an Opportunity. The predefined value is Copy Lead to Opportunity.

See the topic Example of Modifying the Lead to Opportunity Copy Map for more information.

Related Topics