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Using an Ajax email handler we have created an object that contains the transcript from a chat.

If the contact exists in our database the transcript is attached as an object (and on the contact record as a related list)

If the contact is not in the database the transcript is attached as an object to a new lead.

But upon conversion of that lead, how do we insure that the transcript moves from the lead to the contact?

Or to put it another way -

We want to create a lead that is linked to a chat transcript object & when it is converted the transcript remains linked to the record.

Any suggestions?

share|improve this question
does it have to be master detail? You could do it with lookups to both objects. I haven't tried with master-detail to both though. – Jonathan Jenkins Jan 18 '13 at 13:36
thanks jonathan! right now we are working on using both look ups and master-detail fields. master for the contact and look up for the lead. we've got a lot of orphaned objects in our SFDC instance do to an over use of lookups. – Paul Weaver Jan 18 '13 at 13:45
It can't be architected with using master-detail to both due the first requirement where if the contact already exists it associates only to a contact. The master-detail requires that the record be associated to a lead also. You could create a new lead for all then convert the leads that are created for contacts that already exist and see if you can associate the converted lead id in the master-detail. To avoid the orphaned record in junction objects I'd use a validation where either the lead or contact relationship is required. – Jonathan Jenkins Jan 18 '13 at 13:51
yes, @JonathanJenkins, it looks like we have to use lookup fields on both contact and leads. – Paul Weaver Jan 18 '13 at 13:56
This is not ideal by any means what-so-ever but did you consider about having 2 different chat transcript objects, one detail for contact and lead each? On convert, copy/move from lead detail to contact detail. – Sai Jan 18 '13 at 17:59
up vote 1 down vote accepted

Basically, you cannot create a master-detail relationship in which the User or Lead objects are the master, see,

Relationships Among Objects

Also, a idea about this,

Ability to create Master-Detail relationships from Custom Objects to Leads

share|improve this answer
Yep, we ended up having to go with lookup fields for this little project. thanks to all over here at the stack exchange! – Paul Weaver Jan 23 '13 at 12:01

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