How do you automatically connect the Lead conversion Contact to the Household It creates? The COnversion creates the two records, but does not connect them.
Also when I select create Household, it still creates an Organization, which I don't want. What am I missing?
Goal: Convert lead - create contact - create household - connect the contact to the new household. Do NOT create Organization.
@Salesforce.org System Administrators@Nonprofit Success Pack10 réponses
I ended up just creating new Record Types for Organizations and Household even though they already existed, because it was not registering them. This solved the issue.
