Apex Code Development You need to sign in to do that
Don't have an account?
Will Miranda Assign a Lead in Salesforce based on existing Contact Owner
Hello everyone,
Newbie here. I would love to get some of your thoughts and feedbeek on this solution. I was assign a task when If a new Lead was created and there was an existing Contact with a matching email address then assign the Lead to the same Owner as the original Contact. I was able to accomplish by using the process builder and visual workflow via this blog: https://alearningdiary.com/2017/11/12/assign-a-lead-in-salesforce-based-on-existing-contact-owner/ I would like to know if this is an adequate solution or should this logic be written in a lead trigger apex code? Reason I'm asking is one of my team member is concern is that when doing list imports of leads in bulk that it will hit SOQL query errors due to the process builder not being bulkified. Again would appreciate your thoughts/solutions.
Newbie here. I would love to get some of your thoughts and feedbeek on this solution. I was assign a task when If a new Lead was created and there was an existing Contact with a matching email address then assign the Lead to the same Owner as the original Contact. I was able to accomplish by using the process builder and visual workflow via this blog: https://alearningdiary.com/2017/11/12/assign-a-lead-in-salesforce-based-on-existing-contact-owner/ I would like to know if this is an adequate solution or should this logic be written in a lead trigger apex code? Reason I'm asking is one of my team member is concern is that when doing list imports of leads in bulk that it will hit SOQL query errors due to the process builder not being bulkified. Again would appreciate your thoughts/solutions.
This thread has some answers for you: https://success.salesforce.com/answers?id=9063A000000ieIfQAI