Monday
Hello!
I'm looking for a way to use the Convert tool in Demand Tools to convert a Lead to an existing Contact...but overwrite the address field if the Lead record is more recently created than the existing Contact. I know that the Salesforce default does not update the Contact field when converting if the Contact field is already populated, so wondering if there is a way around this in DT. For example:
Lead created 12/12/2024 has address in Philadelphia, PA.
Existing Contact created 5/1/2022 has an address in Pittsburgh, PA.
We'd want to convert the Lead into the Contact, but keep the most recent Philadelpia address.
Are there Field Rules that can be adjusted for Converting, like there are for DeDuping records?
Thanks!
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