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JeetsSFDCJeetsSFDC 

Conversion problem

Hi,

 

When i converted lead to opportunity the attachement file is not converted to opportunity.The problem is i want to dsiplay the attached file in opportunity when i converted lead to opprtuinity.

Please resolve it.

 

Vinita_SFDCVinita_SFDC

Hi,

 

As per design on lead conversion, attachments from the lead are converted and attached to the new account and contact.

 

For details please refer: https://help.salesforce.com/apex/HTViewHelpDoc?id=leads_convert.htm&language=en_US
JeetsSFDCJeetsSFDC
Hi,
Thanks for giving information.But is there any solution through coding to get the attachment file intoopportunity.
Vinita_SFDCVinita_SFDC

Hi,

 

I would suggest you to vote the following idea on ideaexchange to have this functionality in near future. Link:

 

https://success.salesforce.com/ideaview?id=08730000000BrUKAA0

 

If you wish to implement through code, try retrieving all notes and attachments using a SOQL query, then iterate through each of the notes and attachments individually - create new instances of a note or attachment and assign the values from those retrieved notes and attachments. After the creation of each note or attachment add those to an insertList for each respective one and then add this insert insertListAttachment and insert insertListNotes.

This allowed me to convert the attachments and notes from a lead object.

Note: Be sure to check the standard fields for a note and attachment object.