I created 4 record types, 2 on leads and 2 on account. The names of the record types are the same on leads and on account.

I want that when I convert a lead to a person account. The record type of the new Account to be set as A, if the record type of the Lead was A.

I don't want salesforce to let the salesforce user have the choice between A and B.

How can I achieve this?

1 Answer 1


Per Map Lead record type to Account record type, what you can do is create a formula field on Lead to get the record type, a custom field on the Account, with a field mapping between the two, and then use a Record-Triggered Flow (it suggests the use of the outdated Workflow Rule) in order to set the record type in Account based on the record type from the Lead.

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