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community Name.ax928
Lead Conversion -mapping of all Lead Related Lists
Hi,
i created a vf page and controller for lead conversion page and i am having some issues in that
can anyone help me out with the following issues.
when we convert the lead into Account, contact and Opportunity, lead related lists(activities, notes and Attachments and campaign members) are not converting into account, contact and opprty .
if anyone implemented this kind of scenario before can you please help me out in this.
thanks in advance.
Are you using the standard 'leadConvert' Apex function to convert the lead in your VF controller class? If so that should automatically convert Note, Attachments and activites to the Account, Contact and Opp records. The campaign history information should also automatically be transferred to the Contact record. Is that not happening?
Note that any Notes and Attachments associated with the Lead record will only be carried over to the Account and Contact records (and not the Opp record) as per the standard Salesforce Lead Convert functionality.
thanks for reply,
i am using the standard controller for lead conversion VF controller, but i could not able to get the activity, notes and attachments to Accounts,activity, notes and attachments and campaign history information to contacts and activites to oppty.
is there anything particularlly i need to add the controller to that information.
if you have any sample data can you please post it here
thanks again.
I didn't mean if you were using the Standard Lead controller for your custom VF page (which you have anyway in order to be able to overide the default Lead Convertion functionality in Salesforce). I ment if you were use the standard Apex DML function 'convertLead' inside your VF extension class. Please review the following documentation on how to use the convertLead DML operation and make sure that your code uses that operation to convert the Lead - http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_convertLead.htm
thanks for the reply again,
thanks,