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Victoria HudsonVictoria Hudson 

Map lead source to account source upon conversion ONLY account source = null

If we convert a lead to an existing account we want that lead source to map over ONLY if account source = null. So if there is a new contact being added to the existing account, it wont override existing account source, however if there is no account source, we want the converted lead source to go to account source. 
Best Answer chosen by Victoria Hudson
Vivian Charlie 1208Vivian Charlie 1208

Hi Victoria,

 

The Map Lead Fields feature will override the Account Source value (if Lead Source is mapped to Account Source) irrespective of the Account Source being null or no.

A workaround for this will be to have an after update trigger on Lead. If the isConverted checkbos is true then find the Account associated with the converted lead, check it's value and decide whether the Account Source needs to be overridden or no.

 

Thanks

Vivian

All Answers

Vivian Charlie 1208Vivian Charlie 1208

Hi Victoria,

 

The Map Lead Fields feature will override the Account Source value (if Lead Source is mapped to Account Source) irrespective of the Account Source being null or no.

A workaround for this will be to have an after update trigger on Lead. If the isConverted checkbos is true then find the Account associated with the converted lead, check it's value and decide whether the Account Source needs to be overridden or no.

 

Thanks

Vivian

This was selected as the best answer
Vivian Charlie 1208Vivian Charlie 1208

Hi Victoria,

 

Just following up if you were able to resolve the issue. If Yes, please feel free to mark this post as closed so that others can also benefit from it.

 

Thanks

Vivian

Victoria HudsonVictoria Hudson
Thank you for the help Vivian!