I'm trying to get my head around if the following situation is possible. Some background info first:
Custom object exists in production org and was created manually under setup
Intent is to wrap this custom object (and future changes) into a managed package to control future upgrades
My questions are:
1) Is there a way for me to move the existing object and all of its attributes to a developer org without having to create it all by hand?
2) Assuming #1 is taken care of, when I go to install the managed package (which includes the custom object already in the production org) in the production org can the attributes and data be merged?
I'm trying to get my head around if the following situation is possible. Some background info first:
Custom object exists in production org and was created manually under setup
Intent is to wrap this custom object (and future changes) into a managed package to control future upgrades
My questions are:
1) Is there a way for me to move the existing object and all of its attributes to a developer org without having to create it all by hand?
2) Assuming #1 is taken care of, when I go to install the managed package (which includes the custom object already in the production org) in the production org can the attributes and data be merged?
I'd like to be able to create an Event on the Convert screen when converting a Lead to an Account/Opportunity. We have a telemarketing team who calls large volumes of Leads and attempts to qualify and setup appointments with sales reps. To convert the Lead and schedule the Event (meeting), they now have to Convert the Lead, then open up the Account screen and then create an Event.
They would be much more efficient if they could click Convert, name the Opportunity, schedule the Event all on the Convert screen. Then they could go right back to the call list.
