I am converting a Lead into a Person Account.

I have two Person Account record types: Person A and Person B

My profile has record type Person A is my default Person Account record type.

But when the Lead convert dialog appears, it has Person B record type pre-selected.

According to this Salesforce help article: Mapping Lead Record Type to Account Record Type

When a Lead is converted to an Account, the Lead Record Type does not map over to the Account Record Type. The account record created through Lead Conversion will not be based on the record type of the user who converted the lead, instead it uses the default record type assigned to the profile of the specified record owner during Lead conversion.

But this is not what I am seeing. Currently there are only two users in the Org and we both have the same profile and Person A is the default Person Account record type.

How can I change it such that Person A is pre-selected?

  • is it standard lead conversion? or some URL hack passing recordTypeId in url params? – Pranay Jaiswal Mar 4 '19 at 18:14
  • @PranayJaiswal it's standard. I wasn't of Lead conversion URL hackery until now! – Robs Mar 4 '19 at 18:18
  • Are there any account triggers or Lead Conversion triggers? – Sebastian Kessel Mar 4 '19 at 18:24
  • @SebastianKessel nope, no triggers, it's a brand new org – Robs Mar 4 '19 at 18:29
  • 1
    Official documentation states that "If the lead has a record type, the default record type of the user converting the lead is assigned to records created during lead conversion." which unfortunately doesn't address the lead conversion dialog selection. – Mark Pond Mar 4 '19 at 19:30

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