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Michael Vinci
Lead Conversion Record Type
Hello,
Is there a way to determine the default record type for account objects when converting a lead to an Account & Opportunity? In the profiles, we have chosen a specific record type to be the default but im not too sure if this change carries over to the default value of accounts when converting.
Thanks,
MV
Is there a way to determine the default record type for account objects when converting a lead to an Account & Opportunity? In the profiles, we have chosen a specific record type to be the default but im not too sure if this change carries over to the default value of accounts when converting.
Thanks,
MV
When a Lead is converted to an Account, the Lead Record Type does not map over to the Account Record Type. The account record created through Lead Conversion will not be based on the record type of the user who converted the lead, instead it uses the default record type assigned to the profile of the specified record owner during Lead conversion.
Refer below salesforce help article for more information on this.
https://help.salesforce.com/articleView?id=000004455&language=en_US&type=1
Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
Best Regards
Sandhya