Skuid Lead Conversion without Business Opp

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  • Updated 3 years ago
Hello,
I would like to ask if it is possible to convert lead into Account without Business Opp using Skuid Action (create new row or similar) not using standard Salesforce conversion page?

I would be very grateful for your response.


Best regards
Pawel
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Pawel

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Posted 3 years ago

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Pawel

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Anybody can help me?
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Joe Ort

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Here's a link to the Skuid post about it a couple years ago.  In their documentation they reference doing a URL redirect to the standard functionality.


https://community.skuidify.com/skuid/topics/convert_leads_using_skuid



From @Rob_Hatch recently as well:
In our CRM org we use the following url redirect code to send the user from a lead to the standard salesforce conversion process. 

/lead/leadconvert.jsp?retURL=%2F{{Id}}&id={{Id}}