How to connect two custom fields between Leads and Opportunity

[ligabue2017]

Hello Experts!

In our C4C in LEADS and OPPORTUNITIES the same field exists with the same values. How can we bring this information from LEADS to OPPORTUNITIES when the promotion is done?

How can we connect the the fields?

Thanks.

[former_member226 · Accepted solution]

Hello,

Do you expect the extended field from Lead and opportunity to always have the same value? if so then you can just add a process extension scenario in PDI OR use an extension scenario in KUT (As shown) and this will be automatically be taken care of by the standard.

extension-scenario.png

In case you have a separate value between leads and opportunity, and you just want to default the initial value from lead to opportunity then you can utilize PDI script to copy the value from lead to opportunity.

[ligabue2017 · Accepted solution]

Hi Saurabh,

thank you very much for your indications. As I'm new in C4C, what is the meaning of PDI and KUT?

In my situation, I set-up the extension scenario of my custom field (see image). But nothing happened whet I convert Leads in Opportunity.

The same fiels already exists in opportunities, okay? Do I have to enable the scenario extension also in the destination field inside the opportunity?

Thank you.

[former_member226 · Accepted solution]

These are the terminologies used for C4C very extensively.

PDI --> Partner Development Infrastructure (For Developers/Technical Consultant)

KUT --> Key User Tool (For admin/key user)

I would highly encourage you to check following documentation to reach about in details:

https://help.sap.com/viewer/product/SAP_CLOUD_FOR_CUSTOMER/CLOUD/en-US?task=discover_task

https://help.sap.com/viewer/product/SAP_CLOUD_APPLICATIONS_STUDIO/2020.11/en-US?task=discover_task