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siva kumar 141 When a contact leaves a company (the Account of a Contact changes), we want to convert that contact back to a lead.
Whenever the Account on Contact record changes, the contact should be
converted back to a Lead. Mapping from Contact to Lead fields provided below.
2. Delete any contact roles associated with open opportunities for the contact with the
old account
3. Send a plain text email to the Opportunity owner notifying the owner about the
change unless the user who changed the Account value is the same as the
Opportunity owner.
4. Add a button on the Contact detail page to un-convert a contact back to lead on
demand regardless of Account change. (If the Opportunity owner was the user
who clicked the button, do not send any emails)
5. Delete the contact
please any one help the scenario
converted back to a Lead. Mapping from Contact to Lead fields provided below.
2. Delete any contact roles associated with open opportunities for the contact with the
old account
3. Send a plain text email to the Opportunity owner notifying the owner about the
change unless the user who changed the Account value is the same as the
Opportunity owner.
4. Add a button on the Contact detail page to un-convert a contact back to lead on
demand regardless of Account change. (If the Opportunity owner was the user
who clicked the button, do not send any emails)
5. Delete the contact
please any one help the scenario
Code an account and a contacto trigger to:
- Delete account
- Delete contact
- Find converted lead and change status so you bring back to life.
- You can send that email using a workflow rule
- Custom button can trigger a class remote method so you can call your code to do all this.
Still, this looks like a very bad practice. If you do all this you will loose valuable data like creation date, activities and more. I suggest you handle some sort of account type with the value PROSPECT, so you keep everything in place but you know this is a lead without actually deleting data.