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Tara Dunlop
Is it possible to convert a lead into a person account instead a contact with the same name as the lead?
Hi all,
we are working on a project based on students recruitment.
Our client is a Mexican university. Candidates for study programms can fill first a form in order for them to send their data about the Master they are interested in studying to the Secretary. Data, which would be registrated in Salesforce with a Web-to-Lead form.
Candidates for a study programm are registered first as Leads. By trying to convert a lead a new account would be created. As in this case students or future students are not considered business accounts, but person accounts. Is it possible to automate this, so the generated account has the same name as the lead and not the contact instead?.
we are working on a project based on students recruitment.
Our client is a Mexican university. Candidates for study programms can fill first a form in order for them to send their data about the Master they are interested in studying to the Secretary. Data, which would be registrated in Salesforce with a Web-to-Lead form.
Candidates for a study programm are registered first as Leads. By trying to convert a lead a new account would be created. As in this case students or future students are not considered business accounts, but person accounts. Is it possible to automate this, so the generated account has the same name as the lead and not the contact instead?.
Reference - https://help.salesforce.com/apex/HTViewHelpDoc?id=leads_notes.htm&language=en_US
Fields that are displayed with a blue circle icon are universally required and can not be removed from the page layout.
Fields that are displayed in bold are required by Salesforce. These fields cannot be removed from the layout.
https://www.linkedin.com/pulse/20140507175728-96768874-5-reasons-to-avoid-person-accounts-in-salesforce-com
The question is how can we get rid of the Company field on the Lead Layout?, we can't even rename it as it is a standard and required field with a blue circle.
Is there a workaround?
If you do not have Person accounts enabled, you will not be able to change the Company field on the lead layout to no longer be required. Once Person accounts are enabled, this requirement is relaxed and you can remove the "Required" flag on the necessary page layouts (or remove the field altogether if you really don't need it). With that no longer required, Leads without Company information will convert to Person accounts.