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Topics#Data ManagementErin Ryan 的问题
Erin Ryan (FactSet) 提问于 #Data Management
2018年1月19日 14:54

Lead Conversion: update custom field on Existing Contact

If the Lead is converted to an existing Contact  ; I’d like a custom “converted from lead” checkbox  field to equal True. Converting to existing Contacts doesn’t update custom field mapping , and the process builder doesn’t provide an “isconverted” field as an criteria option for the Contact object. Using standard conversion fields are not an option for us. . Is apex the only way to update a custom field on Lead conversion?

 

Example: User converts Lead to existing Contact , “Converted from Lead” checkbox equals True.  Not sure why Salesforce doesn’t provide an isconverted Contact field to support comprehensive analytics.

 

How are Admins addressing this limitation?

 

 
8 个回答
  1. Steve Dodd (Seeking a new opportunity)
    2018年1月19日 15:20
    Hi Erin,

     

    You can accomplish this using Process Builder - you would just select Converted Contact ID as the related record to update.

     

    Hi Erin, You can accomplish this using Process Builder - you would just select Converted Contact ID as the related record to update.

     

    Your process would start on the Lead object (when a record is created or edited)

     

    ...and your entry criteria would look like this:

     

    [Lead].IsConverted   |   Equals   |   Boolean   |   True

     

    AND

     

    [Lead].Converted_from_Lead__c   |   Equals   |   Boolean   |   True

     

    The 'Update Records' immediate action would just be to update the custom checkbox field on the Contact:

     

    CheckboxField__c   |   Boolean   |   True

     

     
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