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Michaelp New custom object record when a new account record is created
Good Morning, I currently have a custom object with the Account tab as the Master detail. The custom object has 7 record types. I need to have a new record created for each record type when a new account is converted from a lead. The Account has its own record type also. I assume this needs to be a trigger or can it be a work flow rule? Thank you
Hey
A trigger is probably the simplest and quickest way. The code might be something like
trigger myTrigger on Account(after insert){
if(insert_conditions){
[perform logic]
}
}
Cheers,
Wes
Hi Wes, Thank you for your reply, I had hoped that it was not a trigger because I'm new to coding,
But thank you I will work on it