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Topics#Data ManagementDomanda di Margaret Fleischaker
Margaret Fleischaker (Quantcast) ha fatto una domanda in #Data Management
12 lug 2012, 16:36

Account defaults not being set when lead is converted

Hello. I have two fields on the Account that are set to default to "30." This works perfectly when someone creates a new Account, but it does not work if they convert a lead to an Account. The fields in question aren't on the Lead page, and nothing from the Lead page is mapped to those fields on the Account.

 

Is there something in the system that does not allow defaults when converting from a lead? The only solution I can think of is to create the fields on the Lead and have them default to 30, hide them from viewers, and map them to the fields on the Account. But that seems like it might be unnecessary work.

 

I appreciate your thoughts! Thanks!
1 risposta
  1. Squire Kershner (Baird)
    9 lug 2019, 13:51
    Lead conversion doesn't follow the "default values" rules, as they are only visualized during page-layout driven creation.  I like your solution, or another option could be to create a Process that updates the account to populate the fields with the value after conversion.  (And probably using a custom setting to store the '30' so you can modify the default value without editing the process.)
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