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Linking modules when a lead is converted

Olivia Forde

I have created a new module 'Discovery' to capture extra lead data - there is a 1:1 relationship between the modules.

On conversion of the Lead I want this new module 'Discovery' to be linked to the new account created automatically - any ideas how I can do that.

At the moment I  have a 1:1 relationship between Accounts and Discovery and I can link them this way but I would like it to be automatic on Account creation from Lead Conversion

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    Hi Olivia,

    There are ways to link your Discovery record on the Lead to the Account upon lead conversion, but you will have a problem with the 1:1 relationship between Accounts and Discovery because, at least in theory, multiple Leads could be converted to the same Account (think multiple people working for the same company Leads:Accounts is M:1), and each will have its own Discovery record (1:1 between Leads and Discovery).

    When you relate subsequent Leads to the Account you will need to add additional checks to see if a relationship already exists between Discovery and Account, and decide whether you want to overwrite the previous relationship or not. Or, you may need to rethink your relationship cardinality to allow for multiple Discovery records to be related to an Account.

    FrancescaS

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    Hi Olivia,

    There are ways to link your Discovery record on the Lead to the Account upon lead conversion, but you will have a problem with the 1:1 relationship between Accounts and Discovery because, at least in theory, multiple Leads could be converted to the same Account (think multiple people working for the same company Leads:Accounts is M:1), and each will have its own Discovery record (1:1 between Leads and Discovery).

    When you relate subsequent Leads to the Account you will need to add additional checks to see if a relationship already exists between Discovery and Account, and decide whether you want to overwrite the previous relationship or not. Or, you may need to rethink your relationship cardinality to allow for multiple Discovery records to be related to an Account.

    FrancescaS

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