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Convert Leads with Record Type mapping

By Itransition

Component to automate record type mapping during the Lead conversion

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Free  

Never requires payment

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Business Need
Sales
Requires
Sales Cloud
Compatible With
Sales Cloud

A simple, easy to use solution to enhance a lead conversion process. It automates record type association between Leads, Accounts, Contacts, and Opportunities, eliminating manual input. Simple user-friendly component allows to easily configure the mapping

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Custom Lead Convert/ver 1.2 1.2.0
Listed On
06/03/2024
Latest Release
06/03/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/09/2024

Additional Details

Introducing the Convert Leads with Record Type mapping, a simple, easy to use solution designed to enhance your lead conversion process. This solution automates record type association between Leads, Accounts, Contacts and Opportunities during lead convert, eliminating manual input. Simple user-friendly component allows to easily configure the mapping. A custom button that initiates a Lead convert process shows the familiar standard UI only without the Record Type input.

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Itransition

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