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Edmondo Porcu Online lending setup - Lead and Accounts
We have the following use case, where our configuration is stretching Salesforce a little bit outside the normal boundaries:
- We are an online lending platform for small and medium business and we get leads from our web application where people register
- When we analyze the company, we get a lot of information. This information doesn't relate to the lead only (financial statements/i.e.) but it is a much more detailed information about the company. So we renamed company into Account.
- Therefore we created a lookup relationship from Lead to account and we will both objects.
However, this produces a number of small issues:
Are we breaking the design of salesforce? Do we need to develop custom components to see all related activity history?
- We are an online lending platform for small and medium business and we get leads from our web application where people register
- When we analyze the company, we get a lot of information. This information doesn't relate to the lead only (financial statements/i.e.) but it is a much more detailed information about the company. So we renamed company into Account.
- Therefore we created a lookup relationship from Lead to account and we will both objects.
However, this produces a number of small issues:
- Activity History both in classic or Lightning do not show activities that relates to Leads
- Email Template needs to be specific for Leads or Contacts and we need to use a custom formula field to have Account properties available in Leads templates
Are we breaking the design of salesforce? Do we need to develop custom components to see all related activity history?