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Tom Caesar
Convert lead > account,opportunity and transfer lead custom object data
Leads currently have 4 custom objects.
When converted and an oppurtunity created, all entries in each of the 4 custom object entries need to be mapped to the account:
{Object1}Lead->Applicant_2_Lead__c [mapped to] {Object1}PersonAccount->Applicant_2__c
{Object2}Lead->Employee_lead__c [mapped to] {Object2}PersonAccount->Employee__c
{Object3}Lead->Liability_Lead__c [mapped to] {Object3}PersonAccount->Liability__c
{Object4}Lead->Reference_Lead__c [mapped to] {Object4}PersonAccount->Reference__c
I am only learning SF but do have a background in php & mysql.
If people could aim in the direction so I can learn the process I need to understand or tutorials etc, that be appreciated.
When converted and an oppurtunity created, all entries in each of the 4 custom object entries need to be mapped to the account:
{Object1}Lead->Applicant_2_Lead__c [mapped to] {Object1}PersonAccount->Applicant_2__c
{Object2}Lead->Employee_lead__c [mapped to] {Object2}PersonAccount->Employee__c
{Object3}Lead->Liability_Lead__c [mapped to] {Object3}PersonAccount->Liability__c
{Object4}Lead->Reference_Lead__c [mapped to] {Object4}PersonAccount->Reference__c
I am only learning SF but do have a background in php & mysql.
If people could aim in the direction so I can learn the process I need to understand or tutorials etc, that be appreciated.
Tom Caesar
for example, is the below on the right track;