-
what are the record type that can be updated when converting a lead in salesforce?
what are the record type that can be updated when converting a lead in salesforce?
-
3 Replies
-
Hi Piyush,
The record type that can be updated when converting a lead include the existing opportunity record and the existing account record.
Thanks.
-
Hi Piyush,
when we convert a lead account, contact and opportunity(Optional) are cretaed but the opportunity is optional so if you checked the checkbox box ‘Don’t create a new opportunity then the opportunity will be not created.
-
Hi Prachi,
I am a bit confused as the accounts and contacts existing record type can be given during lead conversion and opportunity is optional. can you please explain this further?
Log In to reply.
Popular Salesforce Blogs
Salesforce for Nonprofits – Don’t miss out on these amazing benefits
Giving back has been part of the DNA of Salesforce. Since inception, the Global tech giant has been on a mission to empower Nonprofits through…
Custom Metadata Test Class Coverage in Salesforce
When we want to implement custom Logic with IF/ELSE cases then in many scenarios we use Custom Metadata Types. But when we try to cover…
Campaigns in Salesforce - A Brief Guide
What is a Campaign? One of the most underutilized tools in the Salesforce toolbox is the campaign. A campaign functions almost like a folder or…
Popular Salesforce Videos
Salesforce Field Service Basics | Salesforce Webinar
Salesforce Field Service is a cloud-based platform that enables businesses to manage and automate their customer service operations. From customer contact management, and call routing…
Apex Scheduler Part II | Asynchronous Apex | Salesforce Video Tutorial
Asynchronous Apex 1. Apex Scheduler 2. Ways to run apex scheduler 3. Cron Expression 4. Examples Upcoming Video on Batch Apex Hope you guys enjoy…
GDPR & Telephony Consenting & Forgetting In Salesforce
The big noise in the market right now is GDPR, the General Data Protection Regulation. This is the new European rule for data protection which…
