You need to sign in to do that
Don't have an account?
Kevin Charette 8
autocoverting leads on lead field update
When a lead is updated (i'm thinking process builder here) i would like the lead to convert into a contact,account and trigger a flow I have already built to create an opp.
I have a related account field that is a lookup(Account) field on the lead. If the account field is not null I would want the lead to convert into that account and then if it is null to create a new Account.
Opp should not be created on conversion, it should be created off of the flow.
I'm assuming this has to be done using Apex. Any help here would be greatly appreciated!
I have a related account field that is a lookup(Account) field on the lead. If the account field is not null I would want the lead to convert into that account and then if it is null to create a new Account.
Opp should not be created on conversion, it should be created off of the flow.
I'm assuming this has to be done using Apex. Any help here would be greatly appreciated!
Your requirement can be accomplish by apex trigger. I am assuming you want to aut convert lead, based on some criteria.
Let suppose you want to auto convert lead when the lead status is set to qualifie.