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Tom CoffeyTom Coffey 

Lead Conversion: how to map Lead Email to Opportunity Record?

I need to get the email address from my Lead records transfered to the Opportunities records that are created when Leads are converted.  This will allow me to automatically email the Lead/Contact based on changes in the Sales Stage.

I've tried to accomplish this via Lead Conversion Field Mapping and Process Builder (process triggered by Opportunity creation) but having trouble.

Lead Conversion Mapping Efforts:

(1) I made a custom Lead Field "email copy" that copies the Lead Email field using a text forumla.  The problem with this is that it seems I can only map the "email copy" field to other custom fields of the type "text."  I need this mapped to an "email" not "text" type field.

(2) I tried making a custom Lead Field "email copy 2" that used a formula to copy the email field value but was told "Error: Field email may not be used in this type of formula"


Process Builder Efforts:

Upon Account creation, I'm trying to copy the Contact Email to the Account record and then copy the email from the Account record to the Opportunity Record. 

But I can't even get the first part (copy email from Contact to Account) accomplished.  

I have a custom "Email" field field on accounts.  I try to update this field using a field reference but I cannot reference the related contact.  The closest thing I can find to Contact is Primary Contact.  But Primary Contact has not been set.

So I try to first set Primary Contact using a reference to the Contact record but, again, I cannot find the Contact record as a field I can reference.

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Question:
How do I get my Lead Email on the Opportunity Record???

Bonus Question:
Was the lead conversion process specifically designed to prevent any interesting or useful sales automation from happening?!?  It sure seems so...

Best Answer chosen by Tom Coffey
Maxim MakarenkoMaxim Makarenko
Greetings Tom,
Welcome to Salesforce, where we are very fond of our ancient tradition of not allowing you to map a standard Lead field to a custom Account, Contact, or Opportunity field on conversion. That is how our fathers and grandfathers lived, and that is exactly how we are going to raise our children.

What we will allow you to do is to create a custom email field (not a formula - that won't work) on the Lead and a Workflow Rule and Field Update that inserts the value of the standard email field into the custom field.  Then map the (non-formula) custom Lead field to the custom Opportunity (or Account) field.

'tis the proud and true way of the Salesforce.

All Answers

Maxim MakarenkoMaxim Makarenko
Greetings Tom,
Welcome to Salesforce, where we are very fond of our ancient tradition of not allowing you to map a standard Lead field to a custom Account, Contact, or Opportunity field on conversion. That is how our fathers and grandfathers lived, and that is exactly how we are going to raise our children.

What we will allow you to do is to create a custom email field (not a formula - that won't work) on the Lead and a Workflow Rule and Field Update that inserts the value of the standard email field into the custom field.  Then map the (non-formula) custom Lead field to the custom Opportunity (or Account) field.

'tis the proud and true way of the Salesforce.
This was selected as the best answer
Bhavna BanodhaBhavna Banodha
Hi Maxim,
I really liked your answer :)
Maxim MakarenkoMaxim Makarenko
@Bhavna ^_^
Tom CoffeyTom Coffey
Maxim, this worked brilliantly.  Thank you!