Skip to main content

Forcing Opportunity Creating During the Lead Conversion Trigger

Lead Conversion is a process in Sales Cloud that helps users convert leads into related accounts and open new opportunities. This is useful in preventing rework of transferring data from lead fields to Account fields. The entire process of Copy Paste is done with a single touch of button and the data is transferred.
However, on business end, the customer has just closed the deal and now the company has earned an Account  Salesforce allows you to streamline the business processes by field mapping.

We can map custom fields on Lead object to Custom Fields on Contact, Opportunity or Account object using field mapping on Lead setup.

However, there are times when we need to extend the standard the Convert functionality for a more complex purposes for e.g.,
1. Transferring some related object from lead to Account, Opportunity or Contact.
2. Throwing an Error if the Opportunity is not created on Conversation

In this example I am going to create a trigger that throws an error if the Create Opportunity check-box is not checked.

Example: Throw an error is opportunity is not created
Code:
trigger CheckOpportunityOnLeadConvert on Lead (after update) {
 //Check if the trigger is run from UI only.
  if (Trigger.new.size() == 1) {
 
     if (Trigger.old[0].isConverted == false && Trigger.new[0].isConverted == true) {
 
      // Check if if a new opportunity was created
      if (Trigger.new[0].ConvertedOpportunityId == null) {
          //Throw an error
           Trigger.new[0].addError('Please create an opportunity');
      }         
    }
  }     
}

Output:

The error is thrown on the Conversation, preventing it from moving on. The trigger is not that complicated but is a good start to recreate.

Further Reading

Labels:

Comments

Post a Comment

Popular posts from this blog

The unofficial guide to become a Certified Salesforce Administrator (ADM 201)

In my attempt at maximum certifications in 60 days, I completed Salesforce Certified Administrator exam on February 11th 2013 So you have decided to ramp up your career and take certifications in your hand. Good choice. It is also likely that this is the first time you have heard of Salesforce, certification and since your company has a vision of you completing the certification you have decided to do it. At this stage it is likely that, You have done extensive googling. You have received countless brain-dumps. And you have received plenty of advise from different types of users which ranges from Admin certification is easier than making coffee to Admin certification is tougher than building a rocket-ship to fly off to the moon. The purpose of this guide is to give you a clear understanding of what to expect when you are expected to become Certified Salesforce Administrator. To bring sense to all the things you have seen so far and to clearly explain w...
72 comments
Read more

Some PDF tricks on Visualforce: Landscape, A4, page number and more

The beauty of Visualforce is simplicity. Remember the shock you received when you were told the entire page renders as PDF if you just add renderAs=PDF to the Page tag. For those who thought I spoke alien language right now, here is the trick, to render a page as PDF, we add a simple attribute to the <apex: page> tag <apex: page renderAs='pdf'> This will render the entire page as PDF. Now, say we need to add some extra features to the PDF. Like a page number in the footer or we need to render the page in landscape mode. Faced with this problem, I put on my Indiana Jones hat and went hunting for it in the vast hay-sack of the internet (read: googled extensively). Imagine my happiness when i found a big big page with many big big examples to solve the problem. The document I am referring to is from W3C, paged Box media . Long story short, I now possess the ultimate secret of rendering the page in any format I want. So here are few tricks I learned...
17 comments
Read more

What Toilet-Training my toddler Taught Me about change management

It was a Tuesday afternoon, and I had just finished a grueling design authority session when I smelled something foul. My poker-trained eyes spotted a tell on my toddler's face: He was about to soil his pants. I then ran behind my toddler, begging him to use the toilet. Trying various methods of persuasion, I begged him to use the toilet. This scene was familiar in our house ever since my partner and I began training him to use the toilet. He giggled, darting around like it was a game of tag. As I finally caught up to him and we triumphantly reached the bathroom, I realized this chaotic scene had uncanny parallels to change management in the workplace. It's not the act in itself but the various persuasion techniques and changing behavior embedded in my toddler's whole life. Here are some of the lessons my toddler taught me in change management. Change Takes Time Just as toddlers need time to adjust to potty use, employees and team members need time to adapt to changes. ...
Post a Comment
Read more