Converting leads
When you convert a
Salesforce
lead to a new contact
record, any Workspaces
files associated with the
lead record become associated with the new contact record. For example, if you convert the lead
record of Tracy Zinck, the files are associated with the new contact record for Tracy.In addition to the new contact record, when a lead is converted, a
Salesforce
account record is created.
Optionally, an opportunity record is also created. The Workspaces
files associated with the
lead record are not associated with the new account and opportunity record. For example, if you
convert a lead from Catering Co.
, a Catering Co.
account record is created but
the files associated with the lead do not become associated with the account record of Catering Co.
.