O'Reilly logo

Visualforce Development Cookbook by Keir Bowden

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Converting a lead

The standard Salesforce lead conversion page allows a user to create a new account and contact record or merge with existing records, and optionally create a new opportunity record. Information from the lead is copied to the existing or new records based on the lead field mapping configuration. If a user wishes to specify information after clicking on the Convert button, they must exit the conversion and edit the lead record.

In this recipe, we will create a Visualforce page to allow a user to convert a lead and in addition to creating or merging with existing records, populate additional fields on the opportunity that is created as part of the conversion.

Getting ready

This recipe makes use of a controller extension so this must ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required