Apex Code Development You need to sign in to do that
Don't have an account?
Sahil Yadav Hello Community I had a one business scenario needs some help
As a buyer development member I want to bypass the account and contact creation screen to automated opportunity creation for leads with record type buyer development lead. Acceptance Criteria: If Campaign member is already a contact go right to opportunity. Following information should be included in opportunity Opportunity naming convention Account Name - Campaign Name - Month
here basically while after creating a lead reords we have standard buttons covert it into acc, con, opp
but here buyer development is one of the profile .
If as a user i click on covert on leads record then it opens a standard page with acc, con, opp sections ,
but i wanted to custumize any suggestions or help would be appreciable !!!
can you provide more information about your requirement ? Have you tried it ?
Also provide the screenshot for the better understanding of the requirement.
Thank you.
So my requirement is suppose i will create a lead and converting those then the standard layout is been get appears for creating new account, contact, opportunity or we can chose existing one as well
so i will create a account, contact , opportunity after converting the leads so my requirement is if i will convert that lead and if the contact is already existing then onle i needed to create an opportunity for that