Hi.
I want to maintain the Contact > HH Account data model, so when a lead is created we enter 'Individual' into the Account Name field, so a Household Account is created when the Lead is converted to a Contact.
I would like to start collecting Org Aff info too, and have this happen upon convert - the Contact is attached to it's HH Account but an Org Account is found/created and the new Contact has an Affiliation created, attaching it to the Org Account.
We will collect the Org Account Name on the Lead form, probably in a custom field?
Am I able to achieve this in the Lead Convert process or will I have to use a Flow for this, using the custom info collect?
Thanks!
You’d need a flow to utilise the custom field. But I am pretty sure NPSP caters for this out of the box.
If put in the org name in lead company field, the Npsp lead convert screen automatically gives you different options.
https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Convert_a_Lead_to_a_Contact.htm&type=5You’ll have the option to still create the household, AND the company account AND the affiliation record!
