SharinPix offers a feature to automatically rename albums during the lead conversion process in Salesforce. Renaming an album means associating all images from the converted lead to the newly created opportunity. This ensures that the associated images remain accessible after the conversion.

This feature can be enabled by configuring a custom metadata type in Salesforce.

Prerequisites

• System Administrator access is required to modify metadata settings in Salesforce.
• The SharinPix package must be on the latest versions.

Instructions

1. Go to Setup in Salesforce
2. In the Quick Find box, type Custom Metadata Types and select it.
3. Click on Manage Records next to the SharinPix Bypass.
4. Edit the LeadConversion record, tick the Active field, and save the record.

Now that the Active field is checked, when a lead is converted, the lead's album contents will be moved to the opportunity's album.