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Topics#Salesforce DeveloperFrage von Adriana Smith
Adriana Smith (TWG Plus) fragte in #Salesforce Developer
31. Jan. 2017, 14:14

Need to create a lead from a contact record.

Need to create a lead from the contact record, where Name, Title, Company, email, and Address information is copied over.  Can someone help create this button?  I'm not sure where to even start.
9 Antworten
  1. NABEEL KT (TCS)
    31. Jan. 2017, 15:02
    follow these steps

    1. Go to setup

    2.Click Customize from left side panel

    3.Click contact drop down

    4.Click Buttons, Links & Actions

    5.Click new button or link

    6. Name Label (eg. Clone/convert to lead)

    7. Enter a description (eg. Clone contact details into new lead form)

    8. Paste in link below into syntax box

    https://na1.salesforce.com/00Q/e?name_salutationlea2={!Contact.Salutation}&name_lastlea2={!Contact.LastName}&name_firstlea2={!Contact.FirstName}&lea8={!Contact.Phone}&lea3={!Account.Name}&lea11={!Contact.Email}&lea4={!Contact.Title}&lea16street={!Contact.MailingAddress}&lea16city={!Contact.MailingCity}&lea16state={!Contact.MailingState}&lea16country={!Contact.MailingCountry}&lea16zip={!Contact.MailingPostalCode}&lea9={!Contact.MobilePhone}&lea10={!Contact.Fax}&lea12={!Account.Website}. 

    9. Check syntax

    10. Click Save

    11. Go to contacts tab and select a contact (to see it in action)

    12. Click Edit Layout - Top right hand screen

    13. Add your link/button in the custom links section

    14.Review your lead form and save
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