Apex Code Development You need to sign in to do that
Don't have an account?
thsf Custom Lead Fields -> Map to Opportunity or Run "Leads with converted lead information" Report
Is there a best practice regarding when to map a custom Lead field to an Opportunity?
I know it is possible to report on this data by running a "Leads with converted lead information" report, however once a Lead is converted, the fields are not updatable.
It seems more flexible to create custom fields for both the Lead and Opportunity objects and map them to each other. Are there any good reasons not to do this as a general rule of thumb?
Use the Converted Lead Information if you're looking for lead-specific details, and map lead fields to opportunity fields if the data would be useful in an opportunity. For example, you might have a lead detail that specifies the landing page they came from on the Internet; this would not need to be updateable, but you'd still want to report on this for marketing. Conversely, if they had a comment box that allowed them to place special instructions for the delivery of the service or product, you might convert that to an opportunity field so you can see that information and possibly update it, if necessary. Both features have a specific use, and it would be a good idea to design your database so that your opportunity fields are not cluttered, yet still retain relevant information.