How can I specify a different company name when a user converts a Lead?

Question

I am instituting a 1-to-1 B2C model, maintaining the traditional account/contact structure isntead of using Person Accounts.  How can I trap when a user converts a lead and specify a different company name than whatever they may have input?

Jeff May · Accepted Answer

You would have to add a trigger on the Lead record, and detect the setting of the ConvertedAccountID field.   When you get the AccountId, you'll know which Account record to retrieve to update the Name field.  The ConvertedAccountID field is set on the Lead as a result of a successful 'Conversion'.

Damien Owen · Answer

Hi Kevin,   The lead conversion process is fairly invloved and re-working it is not really an option apart from certain configurable aspects. If you want to make changes to the core flow of the lead conversion process the only real option is to over-ride the the convert lead button to use a visualforce page and some apex to achieve exactly what you need. Even for a developer it is not a small under-taking.   There are some AppExchange products that allow you to do more with the lead conversion process but they mainly focus around leveraging record types. convert it looks like it might be worth a look as it offers options around how you handle accounts as part of the process...  https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3FRHEA3   Also may be worth checking out...   Convert RX Pro  https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009xFv1EAE   Lead Smart Convert 2.0  https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007qq0iEAA   Thanks   Damien

How can I specify a different company name when a user converts a Lead?

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