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clshah2 Moving custom object while converting a lead to a contact
Hi,
I have a custom Web Browsing object which is attached to a lead and tracks the lead's browsing history and stores it. When I convert the lead into a contact, the custom object's data (browsing history) does not get added after the conversion and is lost. Is there a way in salesforce to do this or it has to be done via backend code. Any help would be appreciated.
Thank you.
Create a second lookup on the Web Browsing object to point to Contact.
Initially, the "contact lookup" will be blank when the record will be associated to the Lead.
Once the lead converts and becomes a Contact, populate the Contact Id in the "Contact lookup" field and the association will not be lost and the data will appear under the contact as a related list.