Mapping a system field to a custom field

đź’¬ General Discussion
1

Hi guys,

From my understanding if 2 custom fields under 2 entities have the same name then the data will be view-able or editable in both entities, EG: If you have two fields with the “Field Name:” of business_type_c in the lead and opportunity entities then when you convert a lead to an opportunity the data will carry across.

However, I would like to carry across the “website” field from lead to opportunity but this does not work and I suspect because its an out of the box system field with the name of “website” in leads and as the field does not exist in opportunity its called "website_c "

Does anyone know of a way to map them?

2

I would try first with a workflow and, if I couldn’t find a way, I would then try either with a custom scheduler (in this way you can probably achieve it, but you have to use the right logic in order to avoid doing it more than once on the same record) or a logic hook.

3

I have tried using a workflow but can’t see the website or email field under the lead entity and when looking into the scheduler all I see if predefined schedules, how do I create a custom one?