function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
saas.sunsaas.sun 

when convert a lead to account, can I select the record type of the account?

Hi all, In my company's system, account has four record type, that is, customer, channel, competitor,  SI partner.  when a lead convert, it is always using the default record type. how can I config the salesforce to do a select when convert? thank you.
 
my email is: saas.sun@hotmail.com
RobLofaroRobLofaro
There is a workaround to set the Opportunity and/or Account Record type to match that of the Lead's.  Follow these steps:
 
1.  Create a formula field on the Lead and populate this with the Lead Record Type ID field
2.  Create a Large Text field on the Opportunity with length = 1300 (needed to match length of formula field) called Lead Record Type
3.  Update Lead Mapping to map the Lead Record Type field with the Opportunity: Lead Record Type field
4.  Create a workflow rule on the Opportunity for each record type with the criteria of Lead Record Type = record type id A. 
5.  Add a Field Update on the rule to set the Opportunity Record Type to the appropriate record type matching Lead Record Type A