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dietcoladietcola 

automatically create custom object record upon lead conversion

I have no idea if it's possible, but is there a way that I can create a workflow rule or something that automatically createc a record in one of my custom objects every time a Lead is converted to a Person Account?

 

I would also need to create field updates on the custom object to auto-fill a few fields, but I'm very okay with one step at a time.  =)

 

Many thanks in advance!

WmWm

Hi,

 

You cannot create a new record by using workflow rules, but you can do this by Apex Coding. On convert lead button you can add the functionality for for creating a new record and update few fields accordingly in the same class. You can find a lot of info on the discusion board for the heads up.

 

Hope the information is helpful.

 

Regards

Wm

dietcoladietcola
I really didn't know where to start, so that was helpful indeed!  Many thanks.  I've posted on the Apex Code forum to see if they can help me out in that neck of the woods.