Skip to main content
Nintex Community Menu Bar
Question

Skuid Lead Conversion without Business Opp

  • July 9, 2024
  • 2 replies
  • 18 views

Forum|alt.badge.img+3

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

2 replies

Forum|alt.badge.img+3
  • Author
  • July 10, 2024

Anybody can help me?


Forum|alt.badge.img+7
  • July 10, 2024

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.skuid.com/t/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}}