Copy Related Lists and Chatter on Lead Conversion
In Salesforce, lead management allows your marketing and sales teams to market, qualify, and build your sales pipeline with prospective customers. Once qualified then a lead can be converted into a formal Account, Contact and (optionally) an Opportunity. The big question addressed in this post with lead conversion is what data comes over during conversion and, more importantly, what data isn’t and how do we fix that? | |
Many of the standard lead fields are mapped during conversion to the new account and contact records, and as the administrator you can configure which custom fields from the lead are mapped (or not) to the account and contact too.
What Comes Over – Standard Related Lists
Likewise, some of the standard related lists are carried over, such as Campaigns, Activities, and Notes and Attachments, to the new account and contact.
What is left behind?
However, if your team has been using Chatter or custom related lists or using Salesforce Files (and you really should!) then, unfortunately, that data is not brought over to the account or contact upon lead conversion! So sad…
Solution
On the custom object, add a new lookup field to Contact object. As long as the record is being used on a Lead then this field will be null. It will be updated via process builder once the lead is converted into a contact.
Create process named “Lead Conversion” on Lead object and start the process when a record is created or edited.
Add a criteria that checks if the lead is converted. In the field chooser, it may be listed as Converted and once chosen display as [Lead].IsConverted:
Add an action to update records and choose the custom object’s name that has __r suffix (e.g. My_Objects__r) then configure field assignment where the custom object’s contact lookup field is assigned the value of the lead’s converted contact id:
A real-life example where I’ve used this trick is when using Survey Force (or other survey tool) that is capturing responses at the lead level but we want to carry that data over to the contact on conversion. Just as described above, I added a contact lookup field to the survey response object and used Process Builder to populate it with the lead’s converted contact id when the lead was converted. Voila, related list data follows the lead through conversion!
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