Deal details vs description?SOLVE
Jun 8, 2017 12:49 PM
Hi, @rdolmat. Deal Description is a standard text property on deals, used for entering any specific notes you like.
I'm not seeing a property called "Deal Details" in my portal, so that's probably something that's been created custom on your side. In general, you'll want to avoid creating properties which have the potential to duplicate standard properties (assuming they're not being used for some clear and specific purpose that the standard property is unable to). It has the potential to create ambiguity and destandardize your data.
You may want to consider exporting any deals with a Details value, reimporting those values in the Description field, then remove the custom property. If you head down this path, you'll also want to export Description values, to make sure you're appending existing values, and not overwriting.
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.