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Tony Garand
Attaching a Contract to a custom object as well as being able to conver it into an account.
Hello Dev Community!
I would like to attach Contracts to a custom object that I have created in salesforce that tracks potential artist recruits for my company. Idealy I would like to be able to convert this information into an account / contact much like a lead. Is this possible? or should I create a new lead type?
Thank you for your time.
I would like to attach Contracts to a custom object that I have created in salesforce that tracks potential artist recruits for my company. Idealy I would like to be able to convert this information into an account / contact much like a lead. Is this possible? or should I create a new lead type?
Thank you for your time.
Here is my thought but still you can think other ways
1 . If possible use standard lead with record type ( Solve Lead Conversion )
2 . If not possible, Build a visual force page or build a custom javascript button to do the Convert of account and Contacts through code.
The below screenshot should make things clear for you -