function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
sales@myvarmasales@myvarma 

hey help me

hey i want to create account records when every lead converted but should automatically check for duplicates if it was duplicate account with "name" should  update all  the data in to old account record only, instead of creating new account record.
 
i tried my best  but not working 
Prithviraj_ChavanPrithviraj_Chavan
Hi,
You  can do it with trigger on lead..
like if lead is converted here is I wrote code for you..

trigger onLead on Lead (before update) 
{ 
    List<Lead> lstLead = new List<Lead>();
    lstLead = (List<Lead>)Trigger.New;
    set<String> setAccName = new set<String>();
    for( Lead currentLead : lstLead ){
        if (currentLead.IsConverted){
            setAccName.add( currentLead.Company );
        }
    }
    List<Account> lstAccount = new List<Account>();
    List<Account> lstAccountToUpdate = new List<Account>();
    lstAccount = [ SELECT ID,Name FROM Account WHERE Name In: setAccName];
    if( !lstAccount.isEmpty() && lstAccount.size() > 0 ){
        for( Account acc : lstAccount ){
            for( Lead leadObj : lstLead ){
                if( acc.Name == leadObj.Company ){
                    Account accToUpdate = new Account();
                    accToUpdate.Id = acc.Id;
                    accToUpdate.Name = leadObj.Company;
                    accToUpdate.Industry = leadObj.Industry;
                    accToUpdate.AnnualRevenue = leadObj.AnnualRevenue;
                    accToUpdate.BillingCity = leadObj.City;
                    accToUpdate.BillingState = leadObj.State;
                    accToUpdate.BillingCountry = leadObj.Country;
                    accToUpdate.BillingPostalCode = leadObj.PostalCode;
                    accToUpdate.Rating = leadObj.Rating;
                    accToUpdate.NumberOfEmployees = leadObj.NumberOfEmployees;
                    accToUpdate.Phone = leadObj.Phone;
                    accToUpdate.Fax = leadObj.Fax;
                    accToUpdate.Website = leadObj.Website;
                    lstAccountToUpdate.add(accToUpdate);
                }
            }
        }
    }
    Database.update(lstAccountToUpdate);
}
 
brahmaji tammanabrahmaji tammana

Hi Pradeep,

As per my understanding, we can only acheive it through custom Convert button. When you click on the custom Convert button we need to write a code to convert it manually. I do not think we can safely achieve it through Trigger.

Thanks

Brahma