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Jairus McClure Closing a Case to a Lead, I need the Case related lists to also be shown onto the newly created lead
We have a group working with the 'Case' Object in Salesforce to log support interactions with customers. When a customer gets in touch with this group, they log many things in this Case, one of which being a related list called 'Product Interest'. This list includes part numbers the particular customer associated with this C
ase is interested in.
At the end of working with the customer, our group makes a judgement call on if there is potential for future business with this customer. If so, they will change the 'Case Status' to 'Closed to Lead'. Changing the Case to this status automatically creates and assigns a lead in Salesforce for one of our field sales guys to follow up on. The problem I'm running into is I'd like that Product Interest related list also show up in the Lead record once a case has been closed to a lead. This way instead of our sales guys having to go into the case and look, the info will be directly on the lead itself.
I already have the Product Interest list on the lead object, the problem is getting the correct record to show up in that list associated with the lead. I have also already created 'Lead Lookup' and 'Case Lookup' fields on the Product Interest object itself. I'm just not sure how I can auto populate the lead lookup field once a case has been closed to a lead.
Any help here is greatly appreciated, I've already tried using Process Builder to no avail and I'm guessing this will require some coding.
ase is interested in.
At the end of working with the customer, our group makes a judgement call on if there is potential for future business with this customer. If so, they will change the 'Case Status' to 'Closed to Lead'. Changing the Case to this status automatically creates and assigns a lead in Salesforce for one of our field sales guys to follow up on. The problem I'm running into is I'd like that Product Interest related list also show up in the Lead record once a case has been closed to a lead. This way instead of our sales guys having to go into the case and look, the info will be directly on the lead itself.
I already have the Product Interest list on the lead object, the problem is getting the correct record to show up in that list associated with the lead. I have also already created 'Lead Lookup' and 'Case Lookup' fields on the Product Interest object itself. I'm just not sure how I can auto populate the lead lookup field once a case has been closed to a lead.
Any help here is greatly appreciated, I've already tried using Process Builder to no avail and I'm guessing this will require some coding.
Hi Jairus
Based on your problem statement, it seems like you have either a Visual Workflow or Trigger running on your case once it reaches "Closed to Lead" status to auto-generate Lead from Case. You would need to have a modification made in the same trigger to update the "Lead Id" thus generated in the lookup field you have created on "Product Interested" Object.
If required, we can connect through other mode and get this resolved. You can reach out to me at gaurav.handoo@gmail.com.
Hope this helps. Please mark as best answer if it does.
Cheers!!
Gaurav
All Answers
Hi Jairus
Based on your problem statement, it seems like you have either a Visual Workflow or Trigger running on your case once it reaches "Closed to Lead" status to auto-generate Lead from Case. You would need to have a modification made in the same trigger to update the "Lead Id" thus generated in the lookup field you have created on "Product Interested" Object.
If required, we can connect through other mode and get this resolved. You can reach out to me at gaurav.handoo@gmail.com.
Hope this helps. Please mark as best answer if it does.
Cheers!!
Gaurav
Thanks for your reply I was actually able to figure this one out yesterday. You are right on the method I had to use to get this functionality. I needed lookup relationships between both Case and Lead Objects. I created a process builder to say whenever I had a new Lead generate from these Cases, to autopopulate the Lead_Lookup field on the Case object with the original Lead.Id that started the process.
From there I was able to do as you said, adding another action onto the Visual Workflow to update the Product_Interest__r with a field reference to [Case].Lead_Lookup__r.Id, which worked great!