Hello. We have lookup fields in Opportunity. We would like to use the same lookup fields in Leads. Is it possible to share the lookup field both in Opportunity and Leads? The purpose is so we can map the fields for conversion. If possible please provide process. Thank you.
1. Create lookup field on Lead (Make sure that the lookup is on the same object that your opportunity lookup field is referring to)
so now you have two lookups on Lead and opportunity that are referring to same object C.
Now you can populate the lookup on Lead and map it to opportunity lookup field so that during lead conversion, the value automatically gets copied on the Opportunity field.
2. To map both these fields, go to setup > Object Manager > Lead > Fields & Relationships > You should see 'Map Lead Fields' button on the top right
3. Click on Opportunity > select your opportunity lookup field against the lead lookup field > Save