We have created a couple of lead processes and record types on the Lead object and have previously created the corresponding Record Types on the custom object of Project. But we have several gaps in-between the bookends of our business processes between Leads and Projects. We use this lesson to fill in those gaps, to create a couple of processes for Sales and Service and then we convert a lead into an Account, Contact and Opportunity. We then verify that although the lead record did not have a Record Type assigned, our resulting Opportunity from the Lead Conversion Process assigned our default record type to the new Opportunity.
In this lesson we enable paths in our org and then create a path for Software Development projects.
We now add the Path to the Software Project lightning page.
In this lesson we add a Project lookup field on the Case object. This provides us with a Case related list on the Project page layout.
