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access converted lead record
Hii,
How can I access the converted lead record?
I'm having one custom lookup field. when I'm converting a lead I want to store opportunity Name and this custom Field name in 2 different text fields.
I need to use these 2 fields in Marketo
Directly Opportunity Name & Custom lookup field from the opportunity I'm unable to access.so I'm trying this way from lead.
Can someone help me?
How can I access the converted lead record?
I'm having one custom lookup field. when I'm converting a lead I want to store opportunity Name and this custom Field name in 2 different text fields.
I need to use these 2 fields in Marketo
Directly Opportunity Name & Custom lookup field from the opportunity I'm unable to access.so I'm trying this way from lead.
Can someone help me?
Greetings!
Can you please confirm,where do you have these two text fields which you would like to update whenever the Lead is converted.
If they are on the Opportunity then you can simply create the process builder using the criteria such as Lead.IsConverted is true then you can use as:
Lead.ConvertedOpportunity Id and then update the fields accordingly.
Please refer the below blog for clear steps and make changes accordingly.
https://douglascayers.com/2016/06/26/advanced-lead-conversion-with-process-builder/
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri