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tedevang
Lead Conversion - need custom related lists moved to Account
I have both custom fields and objects (accessed by related lists) that need to be moved to the account once the lead is converted. How would I accomplish the following:
- Move custom field values from lead to account
- Move contents of a custom object related list (which might have multiple entries) from lead to account
- Trigger some custom fields in account object to be automatically set to a specified value.
Thanks for any help on this.
-Ted
Honestly, you have a couple of options for each of your bullets. The weight of each option will change based on the business requirements, which were not listed. Anyway, I would suggest the following:
Hope this is enough to get you started,
-greg