Map Custom Fields for Lead and Opportunity Products and Preferred Sellers

Create custom fields on Lead Line Item and Lead Preferred Seller objects to suit your business requirements. Create similar custom fields on Opportunity Product and Opportunity Preferred Seller objects. Then, use the ObjectRelationshipHierarachy Metadata API to map the custom fields between the source and target objects. If the lead is converted to an opportunity, these custom field values are automatically populated when the Lead Line Item and Preferred Seller records convert to Opportunity Line Item and Preferred Seller records.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.

Example

A company wants to capture the warranty that a customer is interested in buying. To capture the warranty, the company creates a custom field on Lead Line Item with these details:

• Name: Warranty
• Field Data Type: Lookup Relationship
• Related To: Asset Warranty

The company creates the same field on Opportunity Product.

The company then creates a mapping file with these details:

Mapping Attribute	Value
Input Object	Name of the input object type that contains the source fields for mapping. Lead Line Item
Output Object	Name of the output object type that receives data conversion. Opportunity Line Item
Input Field	Field in the input object. Warranty
Output Field	Field in the output object. Warranty
Usage Type	Name of the usage where the mapping is used. TransformationMapping