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JeffSm6
Level 6
June 25, 2019
Solved

Map lead owner to another field

  • June 25, 2019
  • 1 reply
  • 6160 views

We'd like to map the owner upon assignment to a custom field. For example, when a new lead is created, the routing rules are requested, and Sally Jones is assigned the owner of the new record, we'd like Sally Jones to be the value populated on another field called "Marketo Owner" so that it lives in two places. Is this possible?

I have a ticket opened with support, but I'm being asked for the field names of current mapping. Is the change owner activity an actual lead/contact field if it's not a change data value activity?

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Best answer by SanfordWhiteman

I don't think you should use the word "mapping": that will just confuse Support.

If you want to copy the true owner field to a secondary flat field on the person, use Change Data Value in a trigger SC. While the owner is itself not a flat field (it's more of a join) you shouldn't have any trouble copying it.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
June 25, 2019

I don't think you should use the word "mapping": that will just confuse Support.

If you want to copy the true owner field to a secondary flat field on the person, use Change Data Value in a trigger SC. While the owner is itself not a flat field (it's more of a join) you shouldn't have any trouble copying it.

A
AnkitDu3
Level 6
June 25, 2019

@Sanford Whiteman‌ sir, how about creating a formula field in Salesforce and copying the values?

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    June 25, 2019

    Sure, but this might not be intended to show in SFDC at all.

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