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Mohammad Azam
Lead Conversion with 2 record types in opportunity.
There are 2 record types & Page Layouts in lead (Cash and Insurance) & 2 record types & Page Layouts in Opportunity (Cash and Insurance).
If i create a lead in cash record type , when i convert the lead it should convert to opportunity in cash record type and if i create a lead in insurance record type, it should convert to opportunity with insurance record type.
Please Help
If i create a lead in cash record type , when i convert the lead it should convert to opportunity in cash record type and if i create a lead in insurance record type, it should convert to opportunity with insurance record type.
Please Help
You can actually create a workflow instead of Trigger.
1. You will need to create a custom field on your lead page called i.e Lead Record Type 1. This should be a Long Text Area Data type. Default value $RecordType.Name
2. Create the same custom field on your opportunity.
3. Map the custom field in the Lead to map to the custom field in the Opportunity
4. Create a workflow for opportunity bases on Custom field opportunity that the custom field in opportunity = the record type name of i.e. " New"
5. Then update the field record type to change to "new" record type.
It worked for me.
All Answers
As per your requirement i have written a trigger for you.
Please find the code below :
Let me know if you have any issue with this code or if you need any help on this.
Thanks,
Abhishek Bansal.
You can actually create a workflow instead of Trigger.
1. You will need to create a custom field on your lead page called i.e Lead Record Type 1. This should be a Long Text Area Data type. Default value $RecordType.Name
2. Create the same custom field on your opportunity.
3. Map the custom field in the Lead to map to the custom field in the Opportunity
4. Create a workflow for opportunity bases on Custom field opportunity that the custom field in opportunity = the record type name of i.e. " New"
5. Then update the field record type to change to "new" record type.
It worked for me.