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omarmezaomarmeza 

Account record type update

i have several record types for my clients setup a long the lead, acct, case and oportunity

 

the question here is how can i do that the record type in the lead follows all the way to the acct

 

i mean if the lead is record type b and i convert how cani do that the acct opens up as record type b ?

Satya.KonaSatya.Kona

Hi, Did you try making those record types default, lead conversion considers the default record type...i just tried it in my sandbox.

 

 

 

omarmezaomarmeza

well... as far as i know the default record type will be for the user but i have 14 different record types ....

 

please correct me if i'm wrong ...

 

thanks 

Satya.KonaSatya.Kona

While creating a new record type, you can make it as defualt for required profiles.