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Parthiban Sudhaman How to keep the record in Leads after converted to opportunities. It is like changing the workflow, but our business demands that. Please suggest, thanks.
I have a requirement, wherein I have to keep the records in Leads even after it is converted. Is it possible to change/hack the workflow.
One workaround I see is this.
Write a trigger in Lead, After Update Event
Check, IsConverted=true
If true, then
Insert a new lead record with the same values in the parent record. If necesary, you may create a lookup field like(parent lead ) and point to converted lead id.
Cheers,
Parthiban Sudhaman
hello I'm new to salesforce but still try to solve your problem.
you can do one thing write after insert and update trigger on lead and check weather the opportunity is added through lead or not and if opportunity is added then use trigger.new values of lead to insert new lead.
Ram Agarawal
Parthiban Sudhaman
hello I'm new to salesforce but still try to solve your problem.
you can do one thing write after insert and update trigger on lead and check weather the opportunity is added through lead or not and if opportunity is added then use trigger.new values of lead to insert new lead.
you can check how oppoertunity is created from lead by clicking on following link:
https://success.salesforce.com/answers?id=90630000000wkMAAAY (https://success.salesforce.com/answers?id=90630000000wkMAAAY)
Ram Agarawal
http://docs.releasenotes.salesforce.com/en-us/spring16/release-notes/rn_sales_leads_edit_converted_leads.htm
Thanks,
Ravi
Thanks for sharing the useful information.
Cheers,