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

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

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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, 4 months ago 4 Members · 3 Replies
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.
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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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