When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved to the new contact and the lead becomes read only.

learn more… | top users | synonyms (1)

1
vote
0answers
11 views

Report on Activities on Converted Leads

We need a report to show all Activities on a Lead before it was converted. Is it possible to do it? As per the Salesforce help, Activities on Leads are moved to Account, Contacts and Opportunities ...
0
votes
1answer
15 views

Lead conversion error, If lead email and contact email is same convert lead to that Contact

Converting lead to contact, when Email field of lead and contact is same.I queried lead and contact. Looped the Contact and lead checked the emails field, if it is same insert into a list. Then loop ...
-1
votes
2answers
40 views

Convert lead in salesforce without creating an account?

Once a lead is converted it automatically creates an account, contact and one opportunity. But in my case i want to display the result without creating an Account. Please provide me with a sample ...
0
votes
2answers
36 views

CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead:

I am getting an error CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead: when I try to convert lead through Apex. I am adding lead to CampaignMember where I have a trigger where it check ...
1
vote
2answers
44 views

Lead conversion unit tests throw errors for validation rules that use custom settings

I'm running into an odd issue with some of my unit tests & can't seem to find out what exactly is causing it the problem. Several of my unit tests revolve around converting a lead to an account ...
2
votes
1answer
42 views

Can't create Apex Class, need to convert lead via REST

I'm trying to integrate Salesforce with another service using the REST API, but it doesn't have a way to convert leads. I found this other answer: How do you convert a Lead via the REST API? but I ...
0
votes
1answer
19 views

Custom Campaign Member URL button Lead Conversion

I have created a custom lead conversion process. Now I have a requirement to add that custom process to campaign members. To do that I created a URL Detail Page Button. I thought what I had would work ...
0
votes
0answers
9 views

How can we get the converted lead information in lead lookup field search

I've created a lead lookup field on lead object, now I am getting only unconverted lead record information but also want Converted lead information and how is it possible (I am using Professional ...
1
vote
1answer
40 views

No target field in Opportunity to match source Lead field - Lead Field Mapping

How do I send field email from lead when I convert from opportunity I made a look up field in opportunity to Lead and I made a custom field in lead, but when I go to "Lead Custom Field Mapping" there ...
0
votes
1answer
33 views

Converting Multiple Leads in apex

I am trying to convert multiple leads in apex. Here is the process i am following. First check there is an account / contact similar to the lead, if there is then assign the accountid in the ...
0
votes
2answers
34 views

Automatic lead convertion

I have this trigger trigger LeadTriggers on Lead (after insert) { if(Trigger.isAfter && Trigger.isInsert) LeadAfterInsertHandler.process(Trigger.new, Trigger.newMap); } But I want it to ...
0
votes
0answers
80 views

Opportunity After insert trigger not working on lead convert

I have a very simple piece of code that is called after insert of an opportunity. It works very well...if someone creates an opportunity from scratch. All the code does is create a opportunity ...
0
votes
1answer
85 views

Automatically Open Opportunity After Lead Conversion

I have a vf page that controls conversion. I want it to work so that once I convert the system automatically redirects to the opportunity created or it grabs the ID of the opportunity created and ...
0
votes
1answer
65 views

ERROR: cannot reference converted lead

Am trying to Update Leads. When Lead converted flag is true. Lead Status is Contacted. I have to update all the contacted leads to Converted. Am Getting this error on the data loader: ERROR: ...
0
votes
2answers
59 views

How can I convert a Lead to an Opportunity via the REST API for a Connected App? [duplicate]

I have a connected app, which authenticates with Salesforce using REST API via OAuth. How can I convert a Lead to an Account/Opportunity etc? There was some previous solution mentioning Apex, but this ...
2
votes
1answer
21 views

Prevent user returning from 'Qualified' Lead status value

Requirement: When users set lead to 'Qualified' I want validation to prevent them returning to any other status. I have tried the below but the validation kicks in when I am trying to convert because ...
1
vote
1answer
34 views

Lead to Contact conversion with custom relationships

So I have a custom object that have lookup fields for Leads and Contacts. When a user converts a Lead to a Contact, how would I make it so that custom object's Lead value propagates to the Contact ...
0
votes
1answer
39 views

Convert Lead into Opportunity, what does it do and is possible to do the same through Bulk API?

I need to be able to perform a "convert" operation on multiple leads. Considering I don't know the amount of leads that will be converted, I definitely want to use Bulk API (I can end with a lot of ...
1
vote
2answers
75 views

Account Required Field Missing on Lead Conversion

I have Account object with custom mandatory fields. While converting a Lead when I choose a Create New Account option getting an error as Insert Failed: Required Field Missing. As a beginner I don't ...
0
votes
2answers
23 views

Update the converted lead record?

I have to update some field of leads once it's converted. However, salesforce make a lead read only once it's converted. Is there any way to update the lead record after converted ? Thanks.
0
votes
0answers
26 views

Alter 'Convert Lead - Custom Lead Conversion Process' App - default tick Opportunity box

I have downloaded the 'Convert Lead - Custom Lead Conversion Process' App from the App exchange https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4sHpEAJ I couldn't figure out ...
0
votes
1answer
80 views

Lead Conversion: Lookup fields

I'm trying to convert leads, but I am having trouble when it creates opportunities. My opportunities have lookup fields that I would really like to auto populate (and be required). I can't use a ...
1
vote
1answer
72 views

Check Convert Lead permission

How to check whether logged user having 'convert lead' permission on lead object or not?
1
vote
2answers
145 views

Lead Conversion: Setting the Opportunity Close Date

Currently in our Org when a Lead is converted and an Opportunity is created the Close Date on the Opportunity gets set to the end of the current Fiscal quarter... Is there a way to change this to ...
1
vote
1answer
76 views

how to test trigger that modifies Opportunity of converted Lead

I have a trigger that runs when a lead is converted, and populates a field on the converted opportunity. Now I'm trying to write a test class for it, but can't figure out how to access the value of ...
1
vote
1answer
203 views

Trigger to update converted Lead's Opportunity with information from converted Contact

I'm having an issue with a trigger, and can't seem to figure it out, so I'm hoping someone can help me. Basically, I wrote a trigger that runs when a lead is converted. It is supposed to populate a ...
1
vote
2answers
77 views

Convert Lead trigger only works sometimes

I have two triggers on the Lead object. One (before insert) checks to see if the Lead matches any existing Contacts (through a custom email object) and the other (after insert, after update) converts ...
1
vote
0answers
74 views

Insufficient Privileges During Lead Convert - Trigger Doing Owner Change

I have a basic trigger that defaults the owner for accounts and contacts upon lead conversion. After turing on triggers and validations for lead conversions this is mostly working, but in some cases ...
0
votes
1answer
113 views

Convert Lead to Contact - Disable Create New Account

I have folks that are converting leads to contacts and generating a new opportunity. I don't want them to be able to create a new account when they do this because it's creating duplicates. They ...
2
votes
0answers
54 views

Disabling account and contact triggers on NPSP 3.0

We are using Non profit starter pack 3.0 in a fresh new sandbox. We have a requirement to automatically convert leads to accounts, contacts and opportunities. Since we are using the NPSP 3.0 1 to 1 ...
4
votes
1answer
97 views

Database.convertLead() creates Account, Contact and Opportunity but leaves Web-to-Lead Lead unconverted

I've written a trigger to auto convert leads coming in from a web form. When I send the information from the web form, the Lead is created, the trigger runs the Database.convertLead and I get an ...
2
votes
1answer
166 views

Getting the Lead Id from a Visualforce page

I have the following Visualforce page: <apex:page standardController="Lead" extensions="myExtension" showHeader="false" sidebar="false"> <apex:form > <apex:commandLink ...
1
vote
2answers
75 views

CampaignMember AfterUpdate trigger doesn't fire after lead conversion

A Campaign Member After Update trigger should fire after a lead in a campaign is converted, correct? My AfterUpdate trigger is not firing at all in unit testing. I have enabled "Require Validation ...
0
votes
2answers
49 views

Replicating the convert lead button

I will need to create my own "convert lead" button because I need to ensure that certain fields are updated when the button is clicked. However, I was wondering if there is a quick way of doing this, ...
0
votes
1answer
26 views

Converting a lead while workflow is active

I have a time-based workflow on my lead, which acts on a date field. If a lead is inactive for 30 days, then it is assigned to a queue. The problem is that a lead cannot be converted if I have this ...
0
votes
1answer
109 views

Trigger to convert lead to existing Account

We have a system that feeds vetted Accounts into our Salesforce, but the process originates in the Salesforce Lead object. Thus when approved, the Account is created by feed, so the Account will ...
1
vote
1answer
169 views

Converting leads without giving edit perm on Accounts

My requirement is that sales reps cannot create or edit accounts but we want to enable them to convert leads when there is an existing account in place, in order to create new contacts and ...
3
votes
1answer
196 views

How do we convert a Lead into person accounts in apex?

How can i convert a lead to person accounts using apex? I have done lead conversion which would convert a lead to standard account, contact and opportunity by mostly referring ...
1
vote
1answer
61 views

Set custom Opportunity fields in convertLead()

I'm fairly new to Apex/Visualforce and I'm a bit stuck here. I have a custom Visualforce page and Apex controller for a Lead Convert button in which a new Opportunity is converted, and I'm trying to ...
0
votes
1answer
45 views

Creating a 'Scorecard' on the Accounts Page

I'm trying to create a basic 'scorecard' section that will display the following information on the Accounts Page: Value Open Opportunities Valued Closed Won Opportunities Number Leads Total Number ...
0
votes
0answers
114 views

Lead Conversion Campaign Member Issue

I have a trigger on Lead Conversion which validates and allows lead conversion only if the Lead is associated with a Campaign. Heres a snippet of the same: for(Lead led : trigger.new){ if( ...
0
votes
1answer
415 views

How do you convert a Lead via the REST API?

Am a bit new to Salesforce, integrating with our existing systems which uses Python, so I'm making use of the simple_salesforce module. It's working great, except I cannot figure out how you convert a ...
2
votes
0answers
147 views

Converted lead results in 'ConvertedAccountId' being NULL?

I am responsible for an integration with our customer's Salesforce systems using the REST API. I have been operating under the assumption that whenever a Lead is converted, then it will have the ...
2
votes
0answers
109 views

Mass Lead Conversion Error

I have written the common lead conversion snippets within for loop and I got this Error. Yes following code creates Account and Contacts properly but it doesnt create any Opportunity. ERROR : ...
0
votes
0answers
115 views

Activity id: cannot specify id in an insert call - Need solution

I have got the "Lead conversion" written in a custom manner (visuallforce and controller), when converting a Lead to an Account, I am getting Activity id: cannot specify id in an insert call error ...
2
votes
2answers
87 views

Pause Lead Conversion Process for Validating Account Fields

Is there anyway to pause the Lead conversion process until some generated Account fields being validated? This is my road block When a user creates an account from standard layout we are generating ...
1
vote
2answers
172 views

Query task in Lead conversion.?

When i am querying lead in Lead conversion trigger..My task query is returning null even there are task records associated with Lead object..I even try to hard-code query still its returning empty ...
1
vote
1answer
123 views

Populating Account record from Lead in an Account before insert trigger

There are lot of discussions on Lead conversion. I'd just need to know is there any possibility to track whether the Account is being created upon a Lead conversion and if collecting information of ...
2
votes
2answers
479 views

How to convert a Lead to Contact automatically?

I'm looking for help. I'm new to Salesforce, learning to become an Admin. We are developing a Web to Lead form. We'd like to automatically change anyone who submits the WTL form directly to a ...
1
vote
0answers
250 views

Validation rule fires - not sure why

I have a validation rule on an accounts' field AND (ISBLANK(Bill_To_Account__c),ISPICKVAL( Owner.UserType ,"PowerPartner")) That checks for the 'Bill_To_account__c' to have a value, if the ...