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wilbur07 Lead conversion to Account Opportunity and Contact
There's a lead conversion button that converts a lead into a contact with a new account.
I need to propagate field values from the lead (which is deleted or made inactive) to the account and to the newly created contact.
Where should I write the trigger, and how do I access the lead object if it is deleted?
Is it a trigger on Leads after delete?
Or a trigger on Accounts before insert? How do I reference the Lead in this case?
Do I need to write another trigger on Contact before insert as well?
Thanks for any help.
James
I need to propagate field values from the lead (which is deleted or made inactive) to the account and to the newly created contact.
Where should I write the trigger, and how do I access the lead object if it is deleted?
Is it a trigger on Leads after delete?
Or a trigger on Accounts before insert? How do I reference the Lead in this case?
Do I need to write another trigger on Contact before insert as well?
Thanks for any help.
James
Have you tried using the Conversion Mapping Settings found on the Lead Fields page.
Goto: Setup/Customize/Leads/Fields.
Scroll to the bottom and click the "Map Lead Fields" button.