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Maintain Relationships Through Lead Convertion

Question asked by community-support on Jan 13, 2014
Latest reply on Sep 2, 2015 by Ryan Whitaker
OnDemand Professional, Version 7.1.0 (Build 1040)

I've setup a custom module using the Module Builder. The module uses the company template. I've named it Distributors.

I've added the following relationships:

distr_distributors_leads | Distributors | One to Many | Leads

distr_distributors_accounts_1* | Distributors | One to Many | Accounts

So, we create a new lead and define a relationship with a distributor. Now, when we convert the lead, we need the new account to also be related to that distributor.

I've looked into logic hooks to accomplish this, but I don't know if I should use before_save or somehow modify view.convertlead.php or if there is a better solution.

Any ideas? Thanks!

(from justin@prospot.com)

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