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How to change the text box on the Convert Lead Screen ? (Doc ID 2537279.1)

Last updated on NOVEMBER 12, 2019

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.13.19.01.0 and later
Information in this document applies to any platform.

Goal

When converting a lead to an opportunity the text at the bottom of the screen is not displaying the correct text.

Example of current undesired behavior: if you start with a lead where only the name is filled-in, then go to the convert lead page and fill-in the new account and new contact.

The displayed text at the bottom keeps static. The text keeps displaying "A new opportunity will be created during this lead conversion."

But there will also be a new account and contact made, so the account and contact object misses in this text.


Example of current desired behavior: if start with a lead where the 'new account' and 'new contact' is already filled-in then go to the convert lead page, and the text at the bottom shows the correct text "A new contact, account, and opportunity will be created during this lead conversion."

The goal is to make the text on the convert lead page dynamic and display the correct objects.
 

Solution

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In this Document
Goal
Solution


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