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How to auto update lead status to converted when connecting an existing opportunity

edited Dec 5, 2023 8:37PM in Sales 2 comments

Summary:

When we connect an existing Opportunity to a new Lead, we are looking for a way to auto update the Lead status to Converted.

Content (please ensure you mask any confidential information):

According to this older support article, there is a script trigger that can accomplish this, but it is not working.


Script template is below:

BeforeUpdate on Sales Lead:

***************************

def var_Lead = LeadOpportunity

def numberOfOpty = var_Lead.getEstimatedRowCount()

println(numberOfOpty)


if(numberOfOpty>0){

setAttribute("StatusCode","CONVERTED")

}

***************************

We tried three things that did not work.

  • getEstimatedRowCount() on the LeadOpportunity. We tried getEstimatedRowCount() on LeadOpportunity copying the example provided in MOS document 2364500.1. However, the Groovy editor in AppComposer says getEstimatedRowCount() doesn't exist.

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