0

I am new to salesforce so forgive me if this question is trivial. If it has been previously been answered kindly direct me since I have searched but not found the appropriate solution.
How do you transfer the records in the standard lead object to a custom object that I have created(not the standard contact,account or opportunity). Description: My standard lead object has fields like: Name
Email
Phone
etc.
My custom object also has the same fields and others.
What I want is that when I convert the lead, the fields that are similar i.e Name, Email and Phone are automatically created as a record in my custom object.
Thank you

0

You can achieve this by Trigger on Lead object.

  • You will need to write trigger on After Update event.

  • In the trigger check for field isConverted value.

  • If it is true it means that lead record is converted.

  • And there you copy all fields value into the custom object and insert it.

You can not achieve it by declarative approach.

0

I was actually able to do this using process builder. Search for process builder under the quick box and from there its pretty much straightforward.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.