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James Mooney Update Lead [Company] field with [Name] from Account (matched by Contact [Email Address])
Hi All,
I'm very much an SF newbie, so hopefully this makes sense...
When a new lead is created (via Web2Lead etc), we need some kind of internal process or trigger to run and match the Lead [Email Address], to the [Email Address] of an existing Contact. If there is a match, we need to return the Contacts parent Account [Name], and update the Lead [Company] field.
So if we already have an account for 'Test Co', with a Contact associated with it being 'Joe Bloggs / joe@bloggs.com', and then get a new Lead with the Email Address 'joe@bloggs.com', we need the Lead [Company] field to be automatically updated to show 'Test Co'.
Is this possible? If so, can anyone point me towards the best way to achieve this. I've had a look at creating a process, but that doesn't seem to offer the options i need. Do we need some custom coding? If so, as someone with PHP/JS experience, what is the best route to take.
Many thanks.
I'm very much an SF newbie, so hopefully this makes sense...
When a new lead is created (via Web2Lead etc), we need some kind of internal process or trigger to run and match the Lead [Email Address], to the [Email Address] of an existing Contact. If there is a match, we need to return the Contacts parent Account [Name], and update the Lead [Company] field.
So if we already have an account for 'Test Co', with a Contact associated with it being 'Joe Bloggs / joe@bloggs.com', and then get a new Lead with the Email Address 'joe@bloggs.com', we need the Lead [Company] field to be automatically updated to show 'Test Co'.
Is this possible? If so, can anyone point me towards the best way to achieve this. I've had a look at creating a process, but that doesn't seem to offer the options i need. Do we need some custom coding? If so, as someone with PHP/JS experience, what is the best route to take.
Many thanks.
The request is feasible and can be done with the trigger.
trigger LeadBeforeInsert on Lead (before insert){
//ensure that this isn't not a mass update process
if(trigger.new.size() > 0 ){
for( Lead l : trigger.new ) {
// limit to 1 because I'm assuming that you cannot have duplicated emails in the contacts
Contact cont = [ Select Id, Account.Name from Contact where Email =: l.email limit 1];
if(cont != null)
l.company = cont.Account.Name;
}
}
}
Please note that this code isn't optimized and is simply an example.