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Create a custom button and link default field values to a new record

The goal is to make it more convenient for Sales team to create a Lead from a Contact without manually entering all required fields.
Use cases:
  • Create leads from DQed Contacts (legacy records) .
  • Create leads from Contacts provided by channel team.
Which information will be pre-populated?
  • Name (First/Middle/Last Name)
  • Title
  • Company
  • Phone
  • Email
Best practice:
  • Use global search to find if there is an existing contact
  • Create a lead from that contact.
  • If that lead is moved to SAL, select “Choose Existing” when converting
-------------------------------
/lightning/o/Lead/new?defaultFieldValues=
Company={!Account.Name},
Email={!Contact.Email},
Title={!SUBSTITUTE( Contact.Title , ",", "-") },
Phone={!Contact.Phone},
MobilePhone={!Contact.MobilePhone},
HasOptedOutOfEmail={!IF(!Contact.HasOptedOutOfEmail = true, true, false)},
FirstName={!Contact.FirstName},
LastName={!Contact.LastName},
MiddleName={!Contact.MiddleName},
LeadSource={!Contact.LeadSource}
-------------------------------------------
Trick: using SUBSTITUTE to replace "," to "-" as "," will pass to url as a new value


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