Using an Ajax email handler we have created an object that contains the transcript from a mibew.org chat.
If the contact exists in our database the transcript is attached as an object (and on the contact record as a related list)
If the contact is not in the database the transcript is attached as an object to a new lead.
But upon conversion of that lead, how do we insure that the transcript moves from the lead to the contact?
Or to put it another way –
We want to create a lead that is linked to a chat transcript object & when it is converted the transcript remains linked to the record.
Any suggestions?
Best Answer
Basically, you cannot create a master-detail relationship in which the User or Lead objects are the master, see,
Relationships Among Objects
http://www.salesforce.com/us/developer/docs/api/Content/relationships_among_objects.htm
Also, a idea about this,
Ability to create Master-Detail relationships from Custom Objects to Leads
http://success.salesforce.com/ideaView?id=08730000000Bq50