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Caleb Kuester 35Caleb Kuester 35 

Convert Lead Without Account

Hey guys.

Is this possible?

I understand the significance of converting the Lead record and how crucial the Account record is in the whole purpose for converting Lead records to begin with, but a structure that I am implementing has this requirement.

My solution would be to have a master Account record that would take the place of the created Account record (for the Opportunity and Contact's purposes) and delete the new Account record.

Checking with you guys to see if this is really necessary.

Also, as an aside, if I'm going to be overriding the standard lead conversion button, is there a more declarative approach than the creation of a Visualforce page, or Lightning Component to override?

Thanks in advance!
Best Answer chosen by Caleb Kuester 35
VinayVinay (Salesforce Developers) 
Hi Caleb,

Unfortunately,  This might not be possible and there is no way you can stop Account creation on Lead conversion.

Check below references.

https://trailblazers.salesforce.com/answers?id=9063A000000iQRnQAM
https://salesforce.stackexchange.com/questions/71484/convert-lead-in-salesforce-without-creating-an-account

Thanks,

All Answers

VinayVinay (Salesforce Developers) 
Hi Caleb,

Unfortunately,  This might not be possible and there is no way you can stop Account creation on Lead conversion.

Check below references.

https://trailblazers.salesforce.com/answers?id=9063A000000iQRnQAM
https://salesforce.stackexchange.com/questions/71484/convert-lead-in-salesforce-without-creating-an-account

Thanks,
This was selected as the best answer
Caleb Kuester 35Caleb Kuester 35

So it looks like the steps mentioned in the second link allow me to specify an Account Id during lead conversion within Apex, which was exactly what I was looking for!

I just needed to make sure that an Account record was not being created and that fills my requirement.
 

Database.LeadConvert lc = new Database.LeadConvert();
lc.setLeadId(leadId);
lc.setAccountId(accountId);
LeadStatus convertedStatus = [SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted = true LIMIT 1];
lc.setConvertedStatus(convertedStatus.MasterLabel);
Database.convertLead(lc, false);
 

There was another answer posted to that effect specifically, but it looks like he deleted it. In ay case, you get best answer.