When a Lead is converted to another object type, the object number changes, and related objects can get orphaned in the system. Lead conversion settings allow you to retain the relationship between agreements and objects that have converted from Lead to Account, Contact, or Opportunity.

To enable Lead conversion:

  1. Navigate to Setup > Platform Tools > Custom Code > Custom Settings
    • This loads the Custom Settings page
  2. Click the label Adobe Sign Lead Conversion Settings
    • The Adobe Sign Lead Conversion Settings page will load
Custom lead Settings Page

    3. Click the Manage button

LEad Conv Setting

    4. Click New

LEad Conv Setting2

    5. Select the conversion options you want to persist, and click Save

LEad Conv Settings3
  • Account Retain Agreement—Selecting this option will retain the Lead’s agreements when it is converted to an Account.
  • Contact Retain Agreement—Selecting this option will retain the Lead’s agreements when it is converted to a Contact.
  • Opportunity Retain Agreement—Selecting this option will retain the Lead’s agreements when it is converted to an Opportunity.

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