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If youвЂ™re unfamiliar with Process Builder then I highly recommend you check out Trailhead, the free and fun way to learn Salesforce. to make web service callout to third-party system).

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You will be happy to learn that when a Lead is converted that this causes an update to occur on the record and that you can have Process Builder take action! This means we have at our disposal all the capabilities of Process Builder to do things like: update related records, make a Chatter post, launch a Flow, or invoke Apex (e.g. Until then, whatвЂ™s an ambitious Salesforce Administrator to do?ДЄdvanced Lead Conversion with Process Builder Thankfully, it looks like product management has listened and some improvements are on the roadmap (safe harbor). With the vast amount of diverse customers that Salesforce has and their sales processes, it is no surprise that a big requestВ on the IdeaExchange is to provide more customization options. In fact, back in 2014 I wrote an apex trigger and custom setting to provide record type mapping control to the administrator.

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Prior to introduction of Process Builder, many people like myself and Marie Chandra have asked how to get around this and solutions varied from fancy workflow rules and field updates to apex triggers. But what if you use multipleВ record types for each of the objects? What if you need different lead record types to map to different account/contact/opportunity record types? You also have the option in Setup to map custom lead fields to custom contact, account, and opportunity fields.Д«eyond just simple field mappings, if you use record types in your org then if an Account, Contact, or Opportunity are created then the default record type assigned to the userвЂ™s profile is used. During conversion, standard lead fields automatically map to the contact, account, and opportunity fields.

When you convert lead records, you choose to either create or update an Account and Contact records and (optionally) create a new Opportunity. But before we get into advancedВ lead conversion, we should take a minute to understand standard lead conversion in Salesforce. In this post I talk about the larger picture of how we can use Process Builder to customize and enhance the standard lead conversion process. This is a follow up to my earlier post about How to Preserve Related Lists and Chatter on Lead Conversion.