it seems that we can only use the objct from Contacts .. not leads ...
If we want to send contracts via the Leads tab we would need to duplicate contracts...
Or, is it that we only need to take data from Contacts only because Leads are not yet converted into accounts ...?
does that sound right?
Need feed back.
Thanks.
4 个回答
Gemi,
When dealing with standard Salesforce contracts, they should only be assocaited with the account/contact records which get generated after the lead is converted. So that is the best practice process to follow.
However, duplication is never a good idea, so if there is data that needs to be transfered during the lead conversion process, that can be done through a custom trigger. If you want to take this appoach and want to provide me with some details on what exactly you want, I can give you an example trigger which would do the trick.
Thanks
