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venkatsforcevenkatsforce 

Conversion of Lead to PersonAccount

Hi All

 

         How to convert the Lead to PersonAccount?

 

Thanks

-----------

VenkatSforce

Junior007Junior007

Hi,

 

Open particular lead page and click convert , You will get Account,Contacts and opportunities for the lead.

 

Regards,

Subramanya
Vinit_KumarVinit_Kumar

If you are using the Standard Conversion you should use Convert button on Detail page.

 

If you are using custom functionality,you should Populate the values for PersonAccount in your code.Some of the fields available for Person Account are :-

 

  • FirstName
  • LastName
  • IsPesonAccount
  • Languages_pc
  • Level_pc
  • PersonAssistantName
  • PersonAssistantPhone
  • PersonBirthdate
  • PersonContactId
  • PersonDepartment
  • PersonEmail
  • PersonEmailBouncedDate
  • PersonEmailBouncedReason
  • PersonHomePhone
  • PersonLastCURequestDate
  • PersonLastCUUpdateDate
  • PersonLeadSource
  • PersonMailingCity
  • PersonMailingCountry
  • PersonMailingPostalCode
  • PersonMailingState
  • PersonMailingStreet
  • PersonMobilePhone
  • PersonOtherCity
  • PersonOtherCountry
  • PersonOtherPhone
  • PersonOtherPostalCode
  • PersonOtherState
  • PersonOtherStreet
  • PersonTitle
  • RecordTypeId
  • Salutation