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Plugin to update a Entity RRS feed

  • Question

  • Hi

    i have Two entities Account & Contact

    My scenario is i was able to create a contact entity when lead is created say for example i'm creating lead FirstName is "John" LastName is " Smith"

    Automatically a contact will be created in the name of John Smith

    my requirement is when i update lead from "john smith" to "Mary Brown" the corresponding Contact as to be updated

    How to achieve this  scenario?

    Thanks,

    Saraswathy

    Friday, July 30, 2010 1:27 PM

Answers

  • Two things:

    first you should set the orginatingleadid in contact when you create it. after when you update the contact you should update the lead based on this orginatingleadid, but make sure that lead is not in closed state. this relationship is out-of-box in crm so when you qualify a lead the values are set in corresponding account and contact records

    Friday, July 30, 2010 1:38 PM