[SalesForce] Replicating the convert lead button

I will need to create my own "convert lead" button because I need to ensure that certain fields are updated when the button is clicked.

However, I was wondering if there is a quick way of doing this, because usually when converting a lead, we have the option of creating an opportunity, contact and account. Can I maybe create a button that, when clicked, populates the fields that I need to populate and then reroutes to the standard lead conversion process?

Tia.

Best Answer

There is a Database.leadConvert method available documented in LeadConvert Class.

So yes, you could create e.g. a JavaScript button that calls your own WebService method that does whatever population you need and then calls Database.leadConvert.

Related Solutions

[SalesForce] Lead Convert & Attach to Existing Contact Overwrite E-mail

If the standard process isn't doing it, you could map the lead email to a custom field on contract and use a workflow to overwrite the standard email field with the hidden custom one.

[SalesForce] Lead Conversion: Lookup fields

You will need to use an after update trigger on Lead. The custom lookup from Opportunity to Contact has to be built after the Account - Contact - Opportunity - OpportunityContactRole are built

Curiously, I just answered this very question for another post here

trigger AddPrimaryContactToConvertedOpp on Lead (After Update) {
// [1] Build list of Oppos to update
List<Opportunity> oUpdList = new List<Opportunity> ();
for (Lead l : Trigger.new) 
    if (l.IsConverted && l.convertedOpportunityId != null)
        oUpdList.add(new Opportunity(id = l.convertedOpportunityId, contact__c = l.convertedContactId));

// [2] Update the converted Oppos
update oUpdList;  // could be Database.update(oUpdList,false) if you want partial successes
}

Best Answer

Related Solutions

[SalesForce] Lead Convert & Attach to Existing Contact Overwrite E-mail

[SalesForce] Lead Conversion: Lookup fields

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