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ReportI have one scenario where when we create a account i need to create records in
contact , lead , oppurtunity etc .So what is the best way to do this ?
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I have one scenario where when we create a account i need to create records in
contact , lead , oppurtunity etc .So what is the best way to do this ?
*This post is locked for comments
Hi
1 simple workflow that contains
On create of new contact - create "your entities"
Thanks,
Will we need to create custoum worklow or simple one.
Hi
I would create a Single workflow that on Create of a new contact it will create all the records that you need and the relationships - I Would say that using CRM logic you would not want to create a Lead and Opp as they are part of the same process
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