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Rung41Rung41 

Convert a Lead to an Opportunity Only?

Is it possible to convert a lead into an Opportunity without creating an Account or Contact depending on the Lead Record Type?

VarunSforceVarunSforce

SFDC requires an account id (new or old ) for lead convert.

 

 

a) What you can try; create a "Default account" record and train users to select that "Default account" on lead convert screen always. Con: Standard lead conversion page; lands on account screen; there searching opportunity will not be easy.

 

b)

Following is the bad solution ( should avoid ) -

Write a trigger on lead as following;

if converted then

delete convertedAccount; // if newly created

delete convertedContact; // if newly created

end if;

 

c) Seamless longterm solution is : Custom VF convert screen ( selecting "Default account" by default internally) and land on opportunity screen.