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Status Not Planned
Categories Workflow Designer
Created by Guest
Created on Nov 8, 2018

New Salesforce capability idea

Not a product problem. But something that has popped up a few times now when dealing with Salesforce Leads. Having the ability to convert a lead to a contact and be able to configure an action to create a new account / Opportunity or assign . the lead to Account / Opportunity IDs would be be really great.
The only way to achieve this at the moment, with out using APEX is to look for a lead, and if it existing copy all the information to variables. Delete the lead and the recreate a new contact using the stored data in the variables..

Here is the process if you were to build it in Process Builder.
    Sep 7, 2022
    Thanks for the feedback Dan!
    I'll add this suggestion into the product backlog too.
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  • Admin
    Kate Huynh
    Aug 21, 2023

    Thank you for your feature request. We appreciate your input and understand the value this capability could bring. However, at this time, we will not be adding it to our near-term roadmap due to other higher priority items. Nonetheless, we want to assure you that your idea will remain open for voting. We highly encourage you and other users to continue voting for this feature, as we regularly review our backlog based on user feedback. Your engagement and suggestions greatly influence our product development.
    Thank you again