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Hello all,

 

I have a requirement as below

 

converting a lead  into contact with existing account during lead conversion

 

any help is highly appreciated.
3 件の回答
  1. 2017年4月24日 9:26
    Hi Jaya,

     

    This can be done through Apex triggers. You will have to write a trigger after update on leads to check the hidden field on salesforce - IsConverted. 

     

    Below resource link guide you on the trigger code.

     

    http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/

     

    Please mark it as "Best Answer" right below the comment if it gives you idea regarding your solution, so that it will help others if they have similar issues in future.

     

     
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