WeDid: Allow Tracking/Converting Multiple Contacts Per Lead

Challenges

In the business world of marketing, it’s only natural that you will be communicating with different user roles such as the marketers, publishers, strategist and the list goes on. Our customer faces a problem when they try to track these users going into a prospective lead. SF currently converts one contact per lead and it poses the following issues for our customer:

  • unable to track multiple contacts within a lead
  • will have to create multiple leads and manually attach to existing account which takes too much time
  • manual creation of the contacts only after the lead is converted

 

Solution:

To allow tracking and converting multiple contacts per lead

Related Objects Lead, Account, Contact
Components Apex Class, Apex Trigger
Complexity Medium