• Mike Chaput
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I need assistance with a trigger or Apex (i think it's Apex).

When a new lead comes in:

1) If the lead has a company name, check for that company in Accounts
2) If found, assign the new lead to the account owner.

Thanks for any assistance.

Mike


Assignment Rule for New Leads for Existing Accounts. How?

Hello,

I would like to write either a lead assignment rule, workflow rule or Apex Trigger to accomplish this.

We would like our lead assignment, trigger and/or workflow rules to check if the lead's COMPANY already exists as an ACCOUNT, and therefore assign the new lead to the proper ACCOUNT OWNER.

Is there a formula that anyone can provide me to make this happen?

It would be great if the formula would look for CONTAINS "ACCOUNT NAME" rather than a direct match, for cases where a new lead submits their company name in a format slightly different than our existing ACCOUNT NAME.

Thank you greatly for your help.