Salesforce | Attachment file after Lead Conversion - Forcetalks

Tagged: Attachment, Lead Conversion, Salesforce Apex, Salesforce SOQL

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Attachment file after Lead Conversion

Posted by Ajay Prakash on April 14, 2016 at 9:21 AM

I have an attachment file on Lead. I want this attachment to be populated on Account and Opportunity when the Lead is converted. What should be the procedure??

vishakha shrimali replied 3 years, 6 months ago 3 Members · 2 Replies
2 Replies

Naman

Member
April 25, 2016 at 7:44 AM

When you convert a lead, you can have a trigger to grab the attachment and associate it on account and opportunity.
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vishakha shrimali

Member
October 28, 2022 at 10:08 AM
I you have a situation where we have files attached to a lead. When we convert the lead, the attached file is stored in the Account object and not opportunity.
- This reply was modified 3 years, 6 months ago by vishakha shrimali.

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