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jenny jade autopopulate contact stautus on lead convert
when you click Convert button on Lead ,you will be directed to another page where you have an option of selecting the Converted Status and there you have a
check box field which is 'Do not create a new opportunity upon conversion.'
my question is when this is not checked then contact status on Contact Obj should have a value pre populated as 'Opportunity' which is one of the value in Contact Status Fieldwhen this is checked it should allow user to select a value manually.
check box field which is 'Do not create a new opportunity upon conversion.'
my question is when this is not checked then contact status on Contact Obj should have a value pre populated as 'Opportunity' which is one of the value in Contact Status Fieldwhen this is checked it should allow user to select a value manually.
For standard fields check this site (http://salesforce.stackexchange.com/questions/937/how-do-i-prepopulate-fields-on-a-standard-layout), and for custom fields you need to write a bit of code and override the standard pages (new/edit) depending on your scenario.
Here you can see (https://force201.wordpress.com/2012/01/22/hack-to-find-field-ids-allows-a-default-ui-new-page-to-be-pre-populated/)how it's done using custom fields. It's still technically a "hack" but I think I've read somewhere recently that Salesforce might add support for this over the next few releases.
Hope this helps,
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Thanks,
Swayam
@Salesforceguy