Activity Forums Salesforce® Discussions When the lead status in Salesforce is moved to qualified i want to convert the lead automatically while conversion

  • Somendra

    Member
    August 5, 2019 at 12:27 pm

    trigger convertLead on Lead (before update) {
    for(Lead myLead:Trigger.new){
    if(myLead.status == 'qualified'){
    list<Account> acc = [select id,name from account where name =: myLead.Company limit 1];
    if(acc.size() == 0){
    Id accId = create.createNewAccount(myLead.Company);
    create.createContact(accId,myLead.LastName);
    create.createOpportunity(accId,myLead.Company);
    }
    else{
    create.createContact(acc[0].Id,myLead.LastName);
    create.createOpportunity(acc[0].Id,myLead.Company);
    }
    }
    }
    }

    Helper class-

    public class create {
    public static id createNewAccount(String accName){
    Account acc = new Account(name = accName);
    insert acc;
    return acc.Id;
    }
    public static void createContact(id accID,String lName){
    Contact con = new Contact(lastname = lName,accountId=accID);
    insert con;
    }
    public static void createOpportunity(id accID,String company)
    {
    Opportunity opp = new Opportunity(name = company+'-',accountId=accID,StageName='prospecting',closedate=system.today());
    insert opp;
    }
    }

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