1

I have a Lead that is automatically converted using a trigger. The default Record Type for this profile is Person Account and it works as expected. Now I need to explicitly set the Account Record Type for the conversion process as the profile should create different Record Types in the future.

First question: How can I explicitly set the Account Record Type for Lead conversion in Apex?

Second question: I have a unit test for the current behavior. I set the same profile for Lead creation and Lead conversion, but for some reason, I always end up with a Business Account. Any idea why?

2

There's no way to set account record type during a lead conversion. You will have to create the account first, before the lead conversion, and then use setAccountId() on the LeadConvert object to link the converted contact to the account.

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  • Straightforward solution - Salesforce style. :D Thx! – Semmel Aug 27 '18 at 15:40
  • Then lead field mapping configuration is useless. – Ablue Aug 22 '19 at 0:36

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