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Attachment file after Lead Conversion
I have an attachment file on Lead. I want this attachment to be populated on Account and Opportunity when the Lead is converted. What should be the procedure??
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2 Replies
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When you convert a lead, you can have a trigger to grab the attachment and associate it on account and opportunity.
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I you have a situation where we have files attached to a lead. When we convert the lead, the attached file is stored in the Account object and not opportunity.
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This reply was modified 2 years, 3 months ago by
vishakha shrimali.
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This reply was modified 2 years, 3 months ago by
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