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vodnura
Account Merge feature when convertin
I have a trigger on Lead which converts to an account/contact and opportunity based on field update. The issue i am having is its creating a new account every time its getting converted even if the account already exists. Is there a way to merge the account if it exits instead of creating a new one.
Appreciate all the help!!
Thanks-
AJ
What do you mean by Account Already Exist?
When the Lead converted Account , Contact and opportunity should create Every time.
Then Lead will get Delete after conversion.
So there is no chance to create Another New Account for that Lead.
Send your code or Explain clearly.
Prem
Suppose i already have an Account "ABCD" in my instance. When i am converting a Lead with the Account "ABCD" its creating a new Account With the "ABCD" instead of creating an opportunity on the old one. As a result i am having two accounts with "ABCD" name.
Hope this explains my issue.
Thanks-
Generally it will cerate
But if you want to avoid that write validation Rule...
But it won't solve your problem....
You should write a trigger and check with all account then you ca do the process....