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Tyler Swinyard Custom object conversion process
Hi Friends. I have a customer on Force.com App Bundle so with a custom object for leads and opportunities. Opportunities lookup to Custom Leads, and the standard contact object lookup to Opportunities. I'd like to create a "conversion" process or button to do the following.
Create account- (This part is done with LIghtning process builder)
Populate account from source custom lead (Done- process builder)
Update all custom opportunity object contacts to also become a related list to the new Account. (This is where I'm stumped.
Any help would be greatly appreciated!
Create account- (This part is done with LIghtning process builder)
Populate account from source custom lead (Done- process builder)
Update all custom opportunity object contacts to also become a related list to the new Account. (This is where I'm stumped.
Any help would be greatly appreciated!
Tyler SwinyardNo takers?