There is a salesforce limitation that when a Lead is converted to Account, all the related objects records are lost. E.g. for a Lead, there is a related object named products in which a lead is interested. So for a lead, we can add multiple products in the Lead related list. But when we convert lead to Account, all the products related to Lead are gone!!
So for this, I have written a small code which explains how using a small trigger and few fields, we can retain the products by linking them to account, opportunities and contact.
I have used a general term CustomObject__c(replace it with you real related object name).
Step 1)For each custom object related to Lead we need to introduce 3 fields.
-Account__c
-Contact__c
-Opportunity__c
Step 2) Write a trigger on before update event on Lead viz. LeadBeforeUpdate
trigger LeadBeforeUpdate on Lead (before update) {
//This trigger will associate a Custom Object record with the new contact and account when Lead is converted
//The Custom Object is associated to an opportunity only if an opportunity record exist on the Lead.
Set<Id> leadIds = new Set<Id>();
Map<Id,Id> LeadIdContactId = new Map<Id,Id>();
Map<Id,Id> LeadIdAccountId = new Map<Id,Id>();
Map<Id,Id> LeadIdOpportunityId = new Map<Id,Id>();
for (Integer i = 0; i < Trigger.new.size(); i++){
if (Trigger.new[i].IsConverted == true && Trigger.old[i].isConverted == false){
leadIds.add(Trigger.new[i].id);
LeadIdContactId.put(Trigger.new[i].id,Trigger.new[i].ConvertedContactId);
LeadIdAccountId.put(Trigger.new[i].id,Trigger.new[i].ConvertedAccountId);
LeadIdOpportunityId.put(Trigger.new[i].id,Trigger.new[i].ConvertedOpportunityId);
}
}
//Create a list of CustomObject__c to be updated
List<CustomObject__c> CustomObjectsToUpdate = new List<CustomObject__c>();
List<CustomObject__c> customObjectEntries = [select Contact__c, Opportunity__c, Account__c, Lead__c from CustomObject__c where lead__c in :leadIds];
for (Lead lead : [select id,ConvertedContactId,ConvertedOpportunityId,ConvertedAccountId from Lead where id in: leadIds]) {
for (CustomObject__c CustomObject : customObjectEntries) {
if (CustomObject.Lead__c == lead.Id) {
CustomObject.contact__c = LeadIdContactId.get(lead.id);
CustomObject.opportunity__c = LeadIdOpportunityId.get(lead.id);
CustomObject.account__c = LeadIdAccountId.get(lead.id);
CustomObjectsToUpdate.add(CustomObject);
}
}
}
if(CustomObjectsToUpdate.size()>0)
update CustomObjectsToUpdate;
} //End of trigger
Note: This trigger will work for multiple records to be copied and is bulk efficient.
