SAP Knowledge Base Article - Public

3557920 - Lead Contact Information Missing in the Data Source for Inactive Contacts

Symptom

 Lead Contact Information Unavailable in the Data Source 

Environment

SAP Cloud for Customer

Reproducing the Issue

 1. Navigate to the Business Analytics work center.

 2. Select the Design Data Source work center view.

 3. Search for and open the Lead data source.

 4. Add the "Main Contact" field to the view.

 5. Verify that the value appears in the "Main Contact" field.

 6. Search and preview the data source.

 7. Attempt to select a contact.

 8. Observe that no results are displayed for the Contact field. 

Cause

The data source retrieves only active contacts, which are visible and accessible in the Contact UI. Inactive contacts, such as those in the Lead stage or not yet converted, are excluded from the data source. Once a Lead is converted into an Account, Contact, or Opportunity, its status changes to active, making it accessible in the relevant data sources moving forward. 

Resolution

Convert the Lead into an active record, such as an Account, Contact, or Opportunity.Once the Lead is converted, the contact's status will change to active. Access the contact in the relevant data source after the status update. 

Keywords

Lead Management, Data Source, Active Contacts, Inactive Contacts, Business Analytics, Contact UI, Lead Conversion, Account, Opportunity, Main Contact Field, Design Data Source, Preview Data Source, Contact Selection. , KBA , LOD-CRM-LM , Lead Management , Problem

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions