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iSqFt_AD Non-Developer Asking: Code example to make Date on converted Lead override Date on Account record
Here is our scenario: We are subscription based and when a Lead requests a trial, there is a date field that populates the date they filled out the web-to-lead form. When the lead is converted and a new Account is created, that date field populates a date field on the Account. The issue is that when a Lead is converted and attached to an existing Account, the date field does not update the Account's date field. Ideally we want the Account's Trial Date field to be populated with the most recent trial request date from any lead converted into it. Premier Support said it is beyond their scope.
Is this possible to do this? Does anyone have code that could be tweaked to work by someone here that has enough code experience to make the modifications?
Am I just having a pipedream?
Thanks!
unfortunately there is not a lot of flexibility in the standard convert lead to opportunity screen. My suggestion would be to create your own custom visual force page that will replace the standard convert lead page and put your custom logic in there.
~Tyler