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    Activity › Forums › Salesforce® Discussions › what are the record type that can be updated when converting a lead in salesforce?

    Tagged: Account Record, Checkbox, Lead Account, Opportunity Record, Record Type, Salesforce lead

    • Salesforce® Discussions

      what are the record type that can be updated when converting a lead in salesforce?

      Posted by Piyush on November 7, 2019 at 5:21 AM

      what are the record type that can be updated when converting a lead in salesforce?

      Sahenaz Parwin replied 5 years, 2 months ago 4 Members · 3 Replies
      • Account Record
      • Checkbox
      • Lead Account
      • Opportunity Record
      • Record Type
      • Salesforce lead
    • 3 Replies
    • Prachi

      Member
      November 7, 2019 at 5:32 AM

      Hi Piyush,

      The record type that can be updated when converting a lead include the existing opportunity record and the existing account record.

      Thanks.

    • Nikita

      Member
      November 7, 2019 at 7:29 AM

      Hi Piyush,

      when we convert a lead account, contact and opportunity(Optional) are cretaed but the opportunity is optional so if you checked the checkbox box ‘Don’t create a new opportunity then the opportunity will be not created.

    • Sahenaz Parwin

      Member
      January 6, 2021 at 5:45 AM

      Hi Prachi,
      I am a bit confused as the accounts and contacts existing record type can be given during lead conversion and opportunity is optional. can you please explain this further?

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