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Saurabh Bisht 23 Populate "primary contact" on opportunity at lead conversion using before trigger ?
Salesforce Flow: Populate "primary contact" on opportunity at lead conversion using before trigger ?
Primary_Contact is Custom field
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Please Do it in Flows
Primary_Contact is Custom field
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Please Do it in Flows
Are u looking to populate the converted contact id as primary contact in Opportunity? If yes you can do it in the below ways.
Once Lead is converted, the opportunity Id and converted contact Id are both available in the lead record. So you can perform this action via the Lead after update trigger or the Lead object's Record Trigger Flow.
Trigger :
https://salesforce.stackexchange.com/questions/36602/populate-lookup-field-on-opportunity-upon-lead-conversion
Flow:
1. Create new Record Triiger Flow on Lead Object.
2. *Trigger the Flow When: ==> A record is updated.
3. Set condition as IsConverted equals True.
4. Optimize the Flow for: Actions and Related Records
5. Select Update Record Element. Follow the below screenshot.
Thanks,
Maharajan.C
YOUR GIVEN STEPS IN FLOWS that flows work on after trigger i need on before trigger if it possible tell me