SAP Knowledge Base Article - Public

3667930 - Custom Fields not transferred from Lead to Opportunity

Symptom

When converting a Lead to an Opportunity, custom fields are not transferred to the new Opportunity.

Environment

SAP Sales Cloud Version 2

Reproducing the Issue

  1. Open any Lead containing a custom field
  2. Convert the Lead to an Opportunity
  3. Observe that the data is not transferred to the custom field on the Opportunity, despite the field being available there.

Cause

Currently, the custom fields are reserved for each entity. Therefore, by standard, it is not possible to transfer the values from one custom field in the Lead to another custom field in the Opportunity.

Resolution

This is the expected behaviour of the system.

In case you would like to achieve this using custom methods, this may be possible using external hooks.

Keywords

lead conversion, lead convert to opportunity, custom fields, custom field transfer , KBA , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , Problem

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0