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Duplcate contacts created once I convert Lead to an Opportunity
First I created Lead from existing contact and then I am trying to convert that Lead to an Opportunity (using existing "Convert" option from Salesforce.
We have used our work flow to create a Lead from an existing contact and using same lead we convert it to Opportunity
In the existing workflow we verify if the lead is created from existing contact then we will ask to select the account information and there source and AUM Amount info and that basis we create a new Lead for that contact.
So that we select Lead instead of selecting contact
Also in addition converting Lead to Opportunity is wokring as expected in my Sandbox account but not in Porduction. Something I missed to deploy in Prod and I am trying to find out what I missed ?
Please let me know if you need any other information from my end
Please suggest.
We have used our work flow to create a Lead from an existing contact and using same lead we convert it to Opportunity
In the existing workflow we verify if the lead is created from existing contact then we will ask to select the account information and there source and AUM Amount info and that basis we create a new Lead for that contact.
So that we select Lead instead of selecting contact
Also in addition converting Lead to Opportunity is wokring as expected in my Sandbox account but not in Porduction. Something I missed to deploy in Prod and I am trying to find out what I missed ?
Please let me know if you need any other information from my end
Please suggest.
Avoid Duplicate Contacts and Accounts when Converting Leads.please refer the below link for reference.
- http://releasenotes.docs.salesforce.com/en-us/spring15/release-notes/rn_sales_lead_convert.htm
Hope it will be helpful.Please mark it as best answer if the information is informative.
Thanks
Rahul Kumar