You need to sign in to do that
Don't have an account?
Lisa Horne
Custom Lead Convert Process
Hello!
I am pretty new to Visual Force and Apex but I am needing to create an VisualForce page, appex code and custom button to be able to customze the lead convert process. Could someone please help?
The following are my requirments:
The ‘Create an opportunity’ at the time of conversion checkbox must be read only.
The ‘Create an opportunity’ at the time of conversion checkbox must be set to ‘T’ (i.e. must be checked), if the Lead Status is not equal to ‘Closed – Current Opportunity’.
The ‘Create an opportunity’ at the time of conversion checkbox must be set to ‘F’ (i.e. not checked), if the Lead Status is equal to ‘Closed – Current Opportunity’.
Thanks,
Lisa
I am pretty new to Visual Force and Apex but I am needing to create an VisualForce page, appex code and custom button to be able to customze the lead convert process. Could someone please help?
The following are my requirments:
The ‘Create an opportunity’ at the time of conversion checkbox must be read only.
The ‘Create an opportunity’ at the time of conversion checkbox must be set to ‘T’ (i.e. must be checked), if the Lead Status is not equal to ‘Closed – Current Opportunity’.
The ‘Create an opportunity’ at the time of conversion checkbox must be set to ‘F’ (i.e. not checked), if the Lead Status is equal to ‘Closed – Current Opportunity’.
Thanks,
Lisa
http://blog.deliveredinnovation.com/2014/02/05/salesforce-custom-convert-lead-page-and-lead-conversion-process-using-visualforce-and-apex/
This would require some custom development,not sure about your salesforce coding experience.
Let me know if you need any help!!