Hello, we are in the Lightning platform. I've noticed that when we click the convert button in leads it doesn't allow us to tie the lead to an existing contact and/or opportunity. I did some research online and found that there is a way to have a pop-up screen that allows you to search for an existing account, contact, and oppty or create new for any of them. For some reason I can't figure out why this is. Do person accounts need to be enabled? The first screenshot shows what our button looks like in current state. The second screenshot shows what we're hoping to get. Thank you!
#Leads #Lead Conversions #Converted Leads #Sales Cloud
Finally found an answer. You need to create a case with Salesforce support for feature activation. Then the feature requested: Use Apex Lead Convert. Once enabled you will be able to turn it on in lead settings for "Require Validation for Converted Leads". Article here: https://help.salesforce.com/s/articleView?id=000334707&type=1
