Setup > Customize > Leads > Fields. At the top of the Lead Custom Fields & Relationships list, click the "Map Lead Fields" button. Find your Lead Picklist field and select your Account.Account Picklist field from the corresponding drop-down.
Full Answer
Is it possible to define a lookup field from an event?
However, you can define the reverse, custom lookup field from Event to another object. You could do a somewhat wacky workaround with a custom formula field using HYPERLINK after some trigger or VF controller figured out what Event the object is a child of and saved the ID of that Event object in your custom object.
How do I map lead fields in Salesforce?
Setup > Customize > Leads > Fields. At the top of the Lead Custom Fields & Relationships list, click the "Map Lead Fields" button. Find your Lead Picklist field and select your Account.Account Picklist field from the corresponding drop-down.
How do I create a custom survey tab in Salesforce?
Enter Survey Number for the Record Name. Select the Data Type of Auto Number. In Display Format, enter DS- {0000}. In Starting Number, enter 0001. Select Allow Reports. Select Allow Activities. In the Object Creation Options section, check Launch New Custom Tab Wizard after saving this custom object.
How do I create a donor survey in Salesforce?
First, let’s create the custom object: Go to Setup. Click Object Manager. Click Create, then Custom Object. Object Name: Donor_Survey (This should populate automatically.) Description: For tracking donor surveys and acknowledgements. Enter Survey Number for the Record Name.
How do I map a field to a custom object in Salesforce?
Go to Setup. Click Object Manager. Click Create, then Custom Object. Object Name: Donor_Survey (This should populate automatically.)...Create the Custom Object and FieldsEnter Survey Number for the Record Name.Select the Data Type of Auto Number.In Display Format, enter DS-{0000} .In Starting Number, enter 0001 .
How do I map a lookup field in Salesforce?
To add a LookUp field based on the value of another field:Click on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•
How do I auto populate lookup field values to other fields in Salesforce?
Follow these steps:Step 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. ... Step 2: Choose Object and Specify When to start the Process. Click Add Object. ... Step 3: Define Criteria. Click Add Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.
How do I map objects in Salesforce?
From Setup, in the Quick Find box, enter Installed Packages , and then select Installed Packages. Click Configure next to the Salesforce Maps package. Select Base Object | Create New. Select the Salesforce object that you want to appear on maps.
How do you map a lookup field in the data import wizard?
First, create a Text Field in the object where you want to import the Lookup Field to. But remember to check the check boxes of Unique and External ID. Goto dataloader.io, login, upload your CSV, while mapping, check the "lookup via" option and select the respective name. Done.
How do you use a lookup field in a formula field?
0:366:39How To Use a Formula Field to Capture a Lookup Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipSearch for the object you're going to use. And find it in the list but one way or the other get toMoreSearch for the object you're going to use. And find it in the list but one way or the other get to the object manager. And get to the object. You want to create the formula.
How do I reference a field in another object in Salesforce?
To create a cross-object formula when building a formula in the Simple Formula tab, enter the relationship names of the objects to which you are spanning followed by the field you want to reference. Separate the relationship names of each object and the field with periods.
How do you populate the lookup field with data in all records in Salesforce?
To preserve existing data, here is another approach:Create a Lookup relationship instead of a Master-Detail relationship. ... Add a valid value in the lookup (foreign key) field of each data record in the custom detail object.Edit the object relationship and change the relationship type from Lookup to Master-Detail.
How do I create a lookup relationship in Salesforce?
Create a Lookup RelationshipFrom Setup, go to Object Manager | Favorite.On the sidebar, click Fields & Relationships.Click New.Choose Lookup Relationship and click Next.For Related To, choose Contact. ... Click Next.For Field Name, enter Contact, then click Next.Click Next, Next, and Save.
How do I create a custom field in maps?
From the object management settings for leads, go to the fields section, then click Map Lead Fields. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead.
How do I map data in Salesforce?
To map one to another, click the name of a DLO and connect it to the desired DMO. For example, you can map the DLO firstname to the target First Name field using this method. Select table view or visual view when mapping your data in Salesforce CDP.
What are the methods of map in Salesforce?
Map Methodsclear() Removes all of the key-value mappings from the map.clone() Makes a duplicate copy of the map.containsKey(key) Returns true if the map contains a mapping for the specified key.deepClone() ... equals(map2) ... get(key) ... getSObjectType() ... hashCode()More items...
Capturing Data in Custom Objects
It’s time to tackle the other challenge at No More Homelessness (NMH): tracking information gathered from donor surveys, if the survey has been completed, and if it's been acknowledged. NMH’s solution is to create a custom object and import what they've tracked in spreadsheets.
Create Staging Fields
Now we need to modify the NPSP Data Import object to add one of the new fields we just created. Why only one? Because our new donor survey object uses lookup fields to connect to contact records and those are already in the NPSP Data Import object. We will map them later.
Clean Up the Page Layout
While we’re on the NPSP Data Import object in the Object Manager, let’s clean up the page layout so it’s easy to find our new fields. Taking the time to order your NPSP Data Import page layout can help you quickly review imported data and save you time later on.
Create Advanced Mappings
With all of our fields in place and the page layout cleaned up, it’s time to connect the donor survey object and the NPSP Data Import object with Advanced Mapping.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
