I’m building activity related tabs for each of our Account, Opportunity, Contact, and Lead Detail’s Pages. Everything is working and linking appropriately; however, when converting leads the activity information isn’t transfering over respectfully. This is the conditional layouts I have setup as of now.
- AccountId = (param) id
- WhatId = (param) id
- WhoId = (ContactData(Id)
- WhatId = (ContactData)(AccountId)
- WhoId = (Opportunity)(ContactId)
- WhatId = (Opportunity(AccountId)
- WhoId = (Param) Id
If I can get this working i’ll put together screenshots of exactly what I’ve set up because i’m sure other users would like to have this feature as well.