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Chuckcho
Add product to opportunity when converting lead
Is there a way to add product to opportunity when converting a lead. I can add products to the leads but salesforce doesn't seam to allow mapping of the custom field to the Opportunity product.
Thanks
You cannot do this by default. One of the reasons is the design of the Products and Price Books. Since every Opportunity has a Price Book, you have to select the Price Book prior to selecting the Products.
You can do what you want, but it would require that you use Apex Code to do so. There are two options:
1. Create a trigger on Opportunities. The trigger would look at a custom field (Product), and if it is, attach a Price Book and the appropriate Product. You could then map your product from the Lead into this custom field. The Trigger would look something like:
2. You can build a button, VF Page, and Apex class to rebuild the Convert function. This will give you more control, but would be much more involved.
Hope this helps.
Jay
Hi there. What type of custom field should be created?