function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Jeff SusichJeff Susich 

Prepopulate fields on a new Record

I want to populate fields on the newly created Opportunity record when a Lead is converted. This can easily be done with field mapping on the Lead object if both the Lead and Opportunity fields are custom fields, but I want to map a custom Lead field to the standard "Amount" field on the Opportunity. Yes, I could recreate a new custom "Amount" field, but that's not the best way.

No matter how I try and create my button logic, it's not taking the fields off the Lead object and populating the standard fields on the new Opportunity. Am I trying to do something not supported by Salesforce, as in prepopulating fields on a 'new' record that is being created by Lead Conversion?
Best Answer chosen by Jeff Susich
Dayakar.DDayakar.D
Hi Jeff Susich,

There is free appexchange product available to do custom convert there you can Include additional Opportunity, Account, Contact, or Task fields when converting a Lead.

Below is the link for app.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4sHpEAJ

Please let me know if it helps you.

Best Regards,
Dayakar.D

All Answers

Dayakar.DDayakar.D
Hi Jeff Susich,

There is free appexchange product available to do custom convert there you can Include additional Opportunity, Account, Contact, or Task fields when converting a Lead.

Below is the link for app.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4sHpEAJ

Please let me know if it helps you.

Best Regards,
Dayakar.D
This was selected as the best answer
Jeff SusichJeff Susich
Well, I know the guy that created this. Thanks for the tip. But I'm still looking for confirmation that salesforce does not support prepopulating records on a newly created record natively.