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saas.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
RobLofaro
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