2

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
1
  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

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.