Hello all!
I discovered the new lightning lead conversion screen (https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_sales_features_core_leads_new_convert_ui.htm) that I really enjoy.
Still, I have a question. I'm running a new project from scratch, full lightning, and I am embarrassed with record types.
Basically, I'm using them to distinct 2 different sales process (within lead, account, opportunity, quote) to have different layouts, etc.
I would like to map these record types. For example, if I want to convert a lead with record type A, it should pre-select the record type A for account and opportunity, on the lead conversion screen.
I am aware that we could use default record type in profile, but most of the users will need to use both sales process... So it doesn't really make sense.
Do you have any idea how we can achieve this, in order to improve significantly the user experience but also avoid potential data errors?
Thank you in advance!
@mokrane chaouche Thank you for your suggestion: I agree with this. This will still won't be user friendly, but at least, we will avoid the worst :)
