How To Set Record Type In Process Builder

This is a follow up to my earlier post almost How to Preserve Related Lists and Chatter on Lead Conversion. In this post I talk about the larger picture of how nosotros can utiliseProcess Builder to customize and heighten the standard atomic number 82 conversion process. But before we get intoavant-garde lead conversion, we should accept a minute to understandstandard lead conversion in Salesforce.

Standard Lead Conversion Process

When you catechumen pb records, you cull to either create or update an Business relationship and Contact records and (optionally) create a new Opportunity. During conversion, standard atomic number 82 fields automatically map to the contact, account, and opportunity fields. You besides have the option in Setup to map custom lead fields to custom contact, account, and opportunity fields.

lead-custom-field-mapping-2

Beyond just simple field mappings, if yous usetape types in your org then if an Account, Contact, or Opportunity are created then the default tape blazon assigned to the user's profile is used. But what if you use multiplerecord types for each of the objects? What if y'all need unlike lead record types to map to unlike account/contact/opportunity record types?

Prior to introduction of Process Architect, many people like myself and Marie Chandra accept asked how to get around this and solutions varied from fancy workflow rules and field updates to apex triggers. In fact, dorsum in 2014 I wrote an apex trigger and custom setting to provide tape type mapping control to the administrator.

With the vast corporeality of diverse customers that Salesforce has and their sales processes, information technology is no surprise that a big request on the IdeaExchange is to provide more customization options. Thankfully, it looks like product direction has listened and some improvements are on the roadmap (safe harbor).

Until and so, what'southward an ambitious Salesforce Administrator to do?

boy_girl_thinking_bubble-lead-conversion

Advanced Lead Conversion with Process Builder

Y'all will be happy to learn that when a Pb is converted that this causes an update to occur on the record and that y'all can take Process Builder take activity! This means we have at our disposal all the capabilities of Process Builder to do things like: update related records, make a Chatter post, launch a Menses, or invoke Apex (east.g. to brand web service callout to 3rd-party system). If y'all're unfamiliar with Process Builder then I highly recommend you check out Trailhead, the free and fun way to learn Salesforce.

The primal fields nosotros care almost in Process Builder criteria to identify the conversion event is when theIsConverted field changes from imitation to truthful, so we can use theConvertedAccountId,ConvertedContactId, andConvertedOpportunityId fields from the atomic number 82 to do pretty much whatever we want. Nosotros tin can use clicks-not-code to assign specific record types to the converted records based on the pb's values, or or practice fancier field mappings that the standard field mappings doesn't let, like mapping custom fields to standard fields. We might even want to send an email alert to certain people or create some initial follow-upwards tasks that should occur for newly converted accounts, etc.

Here'due south screen shot of the lead criteria checking if the record became converted:

The next screenshot shows an Update Records activity updating the related account's record type:

process-builder-lead-convert-account-record-type-action.png

Here's video tutorial for setting upwardly lead conversion. From here, it's really only up to your imagination and what your company needs to achieve. Good luck!