Populate custom Leads fields to Assets fields on 'convert'

Question

My company wants to gather the client's assets at the lead stage and automatically populate the assets page of the account once the lead gets converted.

The same assets fields currently exist as custom fields in leads but all the information gets lost when converted OR the user is having to make a note on it and add it manually on the account when converted.

Is there any way to do this / suggestions for this? It seems something so silly to not to include Assets object on the conversion process... they should of at least made it optional!

One solution I tested (and works!) is to re-create the fields on the account and use the map leads fields to populate them but that will replicate data and not use the inbuilt Salesforce functionality! It will also make the page layout incredibly big...

Might also add it to the Salesforce idea page...

Answer 1

OK, a clicks not code solution is as follows

• Create new fields on Account called Asset_Staging_xxxx__c where xxxx aligns to a field on the Lead. Make these fields hidden on the page layout
• Use Lead Field Mapping on the Lead setup and map each Lead field associated with asset data into the corresponding Account.Asset_Staging_xxxx__c field
• Use Process Builder that after an Account is created, you create an Asset object and populate the Asset fields from the Account.Asset_Staging_xxxx__c fields. Process Builder allows creation of child records

Process Builder entry conditions need to consider:

• Account DML event is caused by Lead Conversion/Lead field mapping. This can be done by mapping a checkbox formula field from Lead isLead__c to Account.IsUpdatedByLeadConversion__c (don't forget to clear this field when the Process executes as an immediate action)
• Thus, avoid execution of the Asset creation on normal Account create/update

Update to address comment CANNOT_EXECUTE_FLOW_TRIGGER

For the Asset to successfully save on insertion in the Process Builder Immediate Action the following needs to be true:

• All Asset Validation Rules must pass
• Any triggers on Asset do not invoke addError or throw exceptions
• The required fields on the Asset object must be set. There are two OOTB required fields: AccountId and Name

I tested this in my Dev Org and all works well on Lead Conversion. The reference to the Known Issue is no longer operative as a) it was fixed and b) applies to something other than Process Builder (i.e. Flow as a Workflow Action).