-
Attachment file after Lead Conversion
I have an attachment file on Lead. I want this attachment to be populated on Account and Opportunity when the Lead is converted. What should be the procedure??
-
2 Replies
-
When you convert a lead, you can have a trigger to grab the attachment and associate it on account and opportunity.
-
I you have a situation where we have files attached to a lead. When we convert the lead, the attached file is stored in the Account object and not opportunity.
-
This reply was modified 3 years, 3 months ago by
vishakha shrimali.
-
This reply was modified 3 years, 3 months ago by
Log In to reply.
Popular Salesforce Blogs
Best Salesforce Training Program In 2022
If you're seeking the best Salesforce training program to become a Salesforce developer in 2022, you've come to the correct place. Salesforce is a vast…
Why Salesforce Lightning is the Key to Unlocking Your Sales Potential
Salesforce is the world's leading customer relationship management (CRM) platform, enabling businesses to manage their customer interactions, streamline their operations, and increase their revenue. With…
A Complete Guide to the Salesforce Administrator Certification Course: What to Expect and How to Succeed
In today’s digital era, Salesforce has become the go-to customer relationship management (CRM) platform for businesses worldwide. Whether you're managing customer data, automating workflows, or…
Popular Salesforce Videos
Get Together Safely with Salesforce Safety Cloud
Learn how Safety Cloud helps people get together in person, safely. Safety Cloud helps businesses and communities better manage their testing, health and entry protocols…
Build Multi-Column Screens in Flow Builder - Spring'21 feature for the Salesforce Screen Flows
Build Multi-Column Screens in Flow Builder (Pilot) You can divide each flow screen into multiple sections and columns to create a visually appealing and effective…
Creating an Approval Process in Salesforce with Example
Approval Process in Salesforce is an automated process that automates how Salesforce records are approved in your org. Approval Process in Salesforce is a combination…
