You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Lead to Opportunity Conversion not creating a new account

Summary:

The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts:

  • enableCreateContact
  • enableCreateAccount

If a Lead has the fields: PrimaryContactPersonFirstName and PrimaryContactPersonLastName filled out, whenever the smart action runs with enableCreateContact = 'Y', it creates a new contact and associate it with the Opportunity. However, a new account is not being created even with enableCreateAccount = 'Y', attempts using the field CustomerPartyName filled out throws a Null exception error.

As per the documentation, an alternative solution would be Copy Maps - "Copy maps enable you to create objects by copying existing objects", but unfortunately is not

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!