Convert Lead Without Account

Question

Hey guys.

Is this possible?

I understand the significance of converting the Lead record and how crucial the Account record is in the whole purpose for converting Lead records to begin with, but a structure that I am implementing has this requirement.

My solution would be to have a master Account record that would take the place of the created Account record (for the Opportunity and Contact's purposes) and delete the new Account record.

Checking with you guys to see if this is really necessary.

Also, as an aside, if I'm going to be overriding the standard lead conversion button, is there a more declarative approach than the creation of a Visualforce page, or Lightning Component to override?

Thanks in advance!

VINAY KUMAR K · Accepted Answer

Hi Caleb,

Unfortunately, This might not be possible and there is no way you can stop Account creation on Lead conversion.

Check below references.

https://trailblazers.salesforce.com/answers?id=9063A000000iQRnQAM

https://salesforce.stackexchange.com/questions/71484/convert-lead-in-salesforce-without-creating-an-account

Thanks,

Sathya Narayanan Rajagopal · Answer

Having a single account for all lead conversion will lead to account skew in future. Do consider the skew scenario.

Convert Lead Without Account

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