FavoriteRick Rudeen asked in * Salesforce Health Cloud *Aug 14, 2022, 11:56 AMConverting lead to patient can you map lead fields to the new case created2 answersSortSort by DateSort by Most HelpfulSort by DateLoad more comments...Accepted AnswerJason Taylor (Silverline)Aug 14, 2022, 2:57 PMConverting to a Patient should create a Person Account. If you need a case, you'll need to create an automation, which might depend on why you're creating a case - for a service request or a care plan, you might do it differently.Add a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Accepted AnswerJason Taylor (Silverline)Aug 14, 2022, 2:57 PMConverting to a Patient should create a Person Account. If you need a case, you'll need to create an automation, which might depend on why you're creating a case - for a service request or a care plan, you might do it differently.