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Harjeet Singh 28 Custom Lead Conversion to specific oppty record types
Hi All,
I need to auto convert a lead to oppty where converted oppty record type will depend upon the fields on leads.
My use case is something like below:
Let's say I have 2checkbox fields on leads checkbox 1 and checkbox 2.
So if I select checkbox1 then lead will convert to oppty with recordtype1
And if I select checkbox2 then lead will convert to oppty with recordtype2
Assume recordtype1 and recordtype2 exists on oppty. Also there are validations in place to ensure user can't select both checkboxes(which I have already created)
What are my options available to achieve the above?
I am aware about lead conversion using Process builder which invokes an invocable method in an Apex class and convert the leads to res account, contact and opportunity but I am not sure how can I set the record type of opportunity while conversion
Kindly help
Many thanks in advance
Thanks & Regards,
Harjeet
I need to auto convert a lead to oppty where converted oppty record type will depend upon the fields on leads.
My use case is something like below:
Let's say I have 2checkbox fields on leads checkbox 1 and checkbox 2.
So if I select checkbox1 then lead will convert to oppty with recordtype1
And if I select checkbox2 then lead will convert to oppty with recordtype2
Assume recordtype1 and recordtype2 exists on oppty. Also there are validations in place to ensure user can't select both checkboxes(which I have already created)
What are my options available to achieve the above?
I am aware about lead conversion using Process builder which invokes an invocable method in an Apex class and convert the leads to res account, contact and opportunity but I am not sure how can I set the record type of opportunity while conversion
Kindly help
Many thanks in advance
Thanks & Regards,
Harjeet
first you need to fetch the recordtype ids from opportunity, you can get it by using below code.
Id recordtype1 = [select Id From RecordType WHERE DeveloperName='Opportunityrecordtype1'].Id; Id recordtype2 = [select Id From RecordType WHERE DeveloperName='opportunityrecordtype2'].Id;in place of Opportunityrecordtype1 and Opportunityrecordtype2, provide the record type names that were present in your org.then you can have if condition on lead.
if(Lead.checkbox1 == true){ //inconversion code provide RecordtypeId = recordtype1; }same for other checkbox too.if(Lead.checkbox2 == true){ //inconversion code provide RecordtypeId = recordtype2; }Hope it helps for you.