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SSA LawSSA Law 

Conversion Options

My law firm is set up with Enterprise Edition and I have created Custom Tabs.  I am wondering how I can set up Leads to when I am ready to convert them, I can convert them to my custom tabs, not just to Contacts, Accounts and Tasks.

 

Thanks!

Idd BaksheeshIdd Baksheesh

To do so, you will have to write a APEX trigger on lead object. if you are unfamiliar with APEX, suggest you study the cookbook or hire a consultant with Apex experience to do it.

 

If you are comfortable with APEX the following steps will point you in the direction.

 

1. Upon lead conversion a Update Lead trigger is fired.

2. The lead has a hidden checkbox isConverted which is checked.

3. The following fields give access to the Account, Opportunity and contact of the lead.

 

ConvertedAccountId, ConvertedOpportunityId and ConvertedContactId 

 

4. You can use SOQL and DML to fetch and update the custom object.

b-Forceb-Force

Please give the details of your custom tabs and mapping between your Lead fields and Custom object fields,

 

So I can help you to generate apex trigger,

 

**** Please check your community mailbox

 

Thanks,

Bala