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Bewitched
Regarding Convert Lead
Hi,
My requirement is that When a Lead is converted to an Account/Opportunity I want that a field "Industry Type" should have same values..in Account and in Opportunity...
For eg:- If the Industry in Lead is selected as 'Agriculture ' than when it is converted to an Account there also Industry Type shoud be as 'Agriculture' only..
How to go about doing this..!!
Thanks
You can try using workflow rule to update the value in Opportunity. The rule can look for when record created and isConverted is true based on that update the opportunity. I have not tried this though.
OR
You can create trigger/class for the same.