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Srinivas C convert lead to custom object
Hi,
I have standard objects Lead, Account, Contact and
custom object Opportunity__c , after the lead conversion need to create records in account , contact and custom opportunity records.
please help me out in the solution with the required code.
thanks,
srinivas
I have standard objects Lead, Account, Contact and
custom object Opportunity__c , after the lead conversion need to create records in account , contact and custom opportunity records.
please help me out in the solution with the required code.
thanks,
srinivas
The coding approach should be that
"You will need to write a trigger on lead object. There is a flag field "isConverted" on lead to decide whether it is converted.
Write trigger on update event of lead. Compare trigger.old value and trigger.new value of isConverted flag. Then you can insert objects as you want into you custom opportunity object."
In case you want to try an app exchange package, check
Custom Object Lead Conversion(https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003GuisEAC)
Related: https://salesforce.stackexchange.com/questions/76110/convert-lead-to-custom-object-opportunity-and-contact
Hope this helps you. Please mark this answer as best so that others facing the same issue will find this information useful. Thank you
Hi Srinivas C,
In case you want appexchange solution please try: Blink: Mass & Auto Convert Leads, Lead to Custom Object, Manage Lead Record Type (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0nBzUAJ" target="_blank)