October 2018

Salesforce

How to transfer tasks back to Lead after conversion in Salesforce?

Make sure the users have "View and Edit Converted Leads" permission. Check this https://www.infallibletechie.com/2018/10/profile-permission-to-view-and-edit.html for more information on this permission. Sample Code: Trigger: trigger LeadTrigger on Lead ( after update ) {          Map < Id, Id > mapOpptyIdLeadId = new Map < Id, Id >();              for ( Lead objLead : trigger.new  ) {           /*              Once the Lead is converted, getting the Converted Opportunity Id          */   ....