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Sai Karthik KVS Help needed asap
There is a custom object Done, and I need to create a look up to account. When lead is converted I need a record in done object which is related to the account. Please help me with this. Suggest me in Process builder
From what I read I understand that you want a 'Done' record to be created when a lead is converted to an Account. And for that Done record to have the lead converted as it's 'Account'.
I suggest the following:
1. Add a custom field on the 'Account' object which marks it as a lead that has been converted
2. Be sure this field is populated upon conversion (even if done manually)
3. In process, builder create a flow which has a trigger of 'Account record changed' and criteria of your custom field = converted lead (any specific value)
4. Set 'Create a record' as the action and 'Done' for the record type. In the set field values choose the lookup field AccountID> Type: Field Reference>Account(Account ID)
Hope this works for you!