I need assistance with a certain process I need to automate around Sales Cloud and Lead conversion.
Our current implementation automates the creation (and synchronization) of a Quote right after an Opportunity is created (via Process Builder and triggers).
The Contact field (which is required in the Quote) comes from a mandatory custom lookup field (Contact__c) in the Opportunity object.
We have been unable to do this upon Lead conversion!
Since the conversion creates an Account, a Contact and an Opportunity, we need to get the created Contact and fill it in the Contact__c in the Opportunity (so that the Quote can be created).
We know that this can be built using:
a) Process in the Process Builder (triggered when the new Contact -coming from a conversion- is created) b) Flow (triggered to assign the ContactId value) c) and back to the Process (it creates the Opportunity by assigning Contact__c = (flow).ContactId).
Can you please help me building this? I'm not an expert with Flows even when I know Process Builder.
Thank you all