How To Carry Over The Custom Child Records And Nites From Leads To Opty While Conversion
Last updated on MAY 05, 2018
Applies to:Oracle Fusion Sales Cloud Service - Version 220.127.116.11.0 and later
Information in this document applies to any platform.
Customer has a requirement, when a Lead is converted into Opportunity using OOTB conversion button, Notes & Custom Object Record associated with the Lead should be carried over to the associated opportunity.
They have developed the custom codes
1. When they place the code on Before Update trigger, the conversion errors out as expected, because till then Opty Id wouldn't have generated
2. When they place the code on After Commit trigger, Lead gets converted but notes & custom object records doesn't get carried to the associated opty.
Again, once leads gets converted to opty, for testing purpose if place the code 'Before_Update_After_Opty_is_created' (same as the previous code ) on Before Update trigger, lead associated notes & custom object records gets updated in associated opty.
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