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Mohammad Azam
Lead Conversion by picklist with 2 record types in opportunity
I have a Picklist in my Lead ( Resource = Cash & Insurance), I have 2 record types and page Layouts in Opportunity called Cash & Insurance.
If i select Cash in Lead picklist and convert the Lead, the Opportunity created should be with Cash Record type & If i select Insurance in Lead picklist and convert the Lead, the Opportunity created should be with Insurance Record type.
Is there a workflow, process builder or trigger ?
Please Help
If i select Cash in Lead picklist and convert the Lead, the Opportunity created should be with Cash Record type & If i select Insurance in Lead picklist and convert the Lead, the Opportunity created should be with Insurance Record type.
Is there a workflow, process builder or trigger ?
Please Help
https://success.salesforce.com/ideaView?id=08730000000BpKy
I think you should be able to create a trigger that would change the record type of the Opportunity based on the Lead Resource picklist.