On converting leads I want to be able to specify which Account type (not record type) will be created. Is there any way to achieve that?

  • during a lead conversion the account is not yet created and trying to set an account type for a yet created account is not possible, One way I can think is on successful lead conversion update the account type = 'something' which makes it look as if the record is created with Account type = 'something' – Rao Aug 12 '13 at 16:53
  • @rao answered !Please see m answer below – Mohith Shrivastava Aug 12 '13 at 19:35
  trigger test on Lead (before update) { 
    If ( Lead.IsConverted && !trigger.oldmap.get(lead.id).IsConverted){//This identifies the conversion process
          //Execute your logic 

Follow the above to identify conversion process and set the record type or type

  • Thanks, I was looking for a solution which allow the user to decide which type will be set because there is no specific logic I can program – Dedo Aug 12 '13 at 21:10
  • 1
    you need vf then – Mohith Shrivastava Aug 13 '13 at 1:53

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