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S_Batman Convering Leads into Contacts based on email domains..
I have Marketo pushing in Leads into Salesforce, and there are about 7000 leads.
I want to only conver Leads with the Leads Status = Open, into contacts based on their email domain.
So for example if a Lead has an email jonsmith@apple.com, and I have an Account which has contacts emails as xx@apple.com; I want jonsmith@apple.com to convert to a contact into that specific Account.
Is that possible to do?
I want to only conver Leads with the Leads Status = Open, into contacts based on their email domain.
So for example if a Lead has an email jonsmith@apple.com, and I have an Account which has contacts emails as xx@apple.com; I want jonsmith@apple.com to convert to a contact into that specific Account.
Is that possible to do?
You can not show hide Convert button but develop a trigger to validate the applicabiltiy of contact to convert the lead based on above rule.
Your Trigger will be on Before Update on Lead
You can see trigger development info form :
http://forceschool.blogspot.in/
Lead Convert triger example: http://www.bulkified.com/How+to+Customize+the+Lead+Conversion+Process+in+Salesforce.com
Although you mentioned that youwant to validate according to contact email but In case you could use current user's email who is converting you could try to use a validation rule.
Thanks
Shashikant