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rashi krishan
. When the lead is converted, transfer the following data also to the opportunity:
. When the lead is converted, transfer the following data also to the opportunity:
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As these are the related lists on Lead and Opportunity.The values of these related list vales on lead need to be transfered to the respective related list on Opportunity.What approach should be taken for trigger. Please answer ASAP
Open activities
Notes and Attachments
Chat Transcript
As these are the related lists on Lead and Opportunity.The values of these related list vales on lead need to be transfered to the respective related list on Opportunity.What approach should be taken for trigger. Please answer ASAP
You prefer trigger for this. In lead conversion process, you can find out converted opportunity and account id in trigger. Go through the link -
https://mindfiresfdcprofessionals.wordpress.com/2013/08/07/trigger-on-lead-conversion-process-in-salesforce/
and populate lookups of Opportunity and account in case of conversion. Let me know in case of any query.
Thanks,
Tarun