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AzarudeenAzarudeen 

update trigger

Lead 

Opportunity

Account

 

Opportunity references Lead(Opportunity status is closed won , Lead is converted in to account and Opportunity references to the account).Lead Name is deleted in the Opportunity Field. how to manage these kind of situation

 

 

Joe GaskaJoe Gaska

Good Morning;

 

Well, first off I have to ask why you would relate the opportunity to a lead vs a converted contact?  An opportunity represents revenue potential and typically we advise our clients a lead is convereted why time revenue potential (i.e. opportunity) exists.  If you "had" to solve this problem you describe below you would have to create a trigger on lead and check the isConverted flag and update the opportunity accordingly.  Simple trigger on after update on leads then update accordingly.

 

If you ahve any questions please let me know.

 

Thanks

 

Joe Gaska  

JGaska@IoniaSolutions.com
Ionia Corporation
http://www.IoniaSolutions.com
Building your information pipelines – Ionia