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I had create account and contact through lead. lead's contacts information should displayed Primary contact lookup in account

Posted on by 45

6457.account-screen.png8358.contact-screen.png

Hello,


I had create account and contact through lead.  lead's contacts information should displayed Primary contact lookup in account.

How can i fix the above one using workflow.

Could you please help anyone.

Thank you.

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  • cloflyMao Profile Picture
    cloflyMao 25,196 on at
    RE: I had create account and contact through lead. lead's contacts information should displayed Primary contact lookup in account

    Hi Sree,

    It seems that the automatically generated account was not set to Company Name field of the automatically generated contact, so the workflow couldn't find the related entity to update.

    Please add an extra filter as condition to ensure that company name field of the contact is filled when the workflow triggers.

    pastedimage1614844039159v1.png

    pastedimage1614844071396v2.png

    In addition, to generated corresponding account, Company field should be populated when we run qualifying action on the lead.

    pastedimage1614845689158v1.png

  • Sri College Profile Picture
    Sri College 45 on at
    RE: I had create account and contact through lead. lead's contacts information should displayed Primary contact lookup in account
    [quote user="cloflyMao"]

    Hi Partner,

    You could create such a workflow.

    Image

    Condition:

    Image

    Update record:

    Image

    Regards,

    Clofly

    [/quote]

    When i trying to your method, Business process error occurred

    5224.business-process-error.png

  • vashti hatami Profile Picture
    vashti hatami 40 on at
    RE: I had create account and contact through lead. lead's contacts information should displayed Primary contact lookup in account

    hi

    when you qualified a lead, a contact create automatically.

    so you should create a workflow after the status reason change to qualified.

    in this workflow you should check status reason to be qualified.

    after that create an account

    set account name to first name last name of lead and primary contact to parent contact for lead

    after that update par6406.jpgent contact for lead and set related account to the account that you have created previous step.

  • Suggested answer
    Clofly Profile Picture
    Clofly 260 on at
    RE: I had create account and contact through lead. lead's contacts information should displayed Primary contact lookup in account

    Hi Partner,

    You could create such a workflow.

    pastedimage1614680105787v3.png

    Condition:

    pastedimage1614679947689v1.png

    Update record:

    pastedimage1614680038478v2.png

    Regards,

    Clofly

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