New answers tagged

2

Now it is possible to retrieve Lead Conversion fields through Apex with help of Metadata API. To use this code you need to have MetadataService class from https://github.com/financialforcedev/apex-mdapi/blob/master/apex-mdapi/src/classes/MetadataService.cls MetadataService.MetadataPort service = new MetadataService.MetadataPort(); service.SessionHeader = new ...


0

You need to pass it's fullName in the second parameter which is LeadConvertSettings. So if you update the line like below it will return the Lead Convert Settings correctly. MetadataService.IReadResult readResult = service.readMetadata('LeadConvertSettings', new List<String>{'LeadConvertSettings'});


1

It looks as though there's no method for doing so directly like you can for the Opportunity. In this case, I would make use of getContactId() and getAccountId(), retrieve the Contact and Account based on the IDs returned, then update the applicable fields (FirstName and/or LastName on Contact, Name on Account) with DML as you normally would.


2

You can't remove queued time-based workflows from a trigger. However, best way to address this issue is to invalidate the workflow rule criteria: Modify your workflow rules with Time-Based Triggers to never apply to Leads that will be Converted. You can add a checkbox field that users will check when they want to Convert that will “disengage” the workflow ...


0

I recently had same need for the choose existing account results. I wanted to take control of which account fields were going to be shown in the search results when you click on "Choose Existing" field in the account section. It is controlled by the "Search Layout" of the account object, specific for the current user profile. Also if the ...


Top 50 recent answers are included