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.

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2
votes
1answer
11 views

Are Tasks associated with a Lead carried over to the new Opportunity on conversion?

As I understand it, when a Lead is converted using the standard Salesforce Process, three new Objects are created: a Contact, an Account, and an Opportunity, while the Lead is marked read-only and ...
0
votes
0answers
22 views

Move closed cases from lead to contact [on hold]

We have a Lead custom lookup field on Case Object. I know once the cases are closed we can't edit/update them unless we reopen them. What's happening right now in our service cloud production ...
0
votes
1answer
27 views

Lead Source Gone after converting “Lead” to “Contact”

I am having some trouble keeping the lead source. For some odd reason when I am converting a lead into a Contact/Account the lead source that originally came with the lead seems to disappear. Then I ...
0
votes
1answer
25 views

Lead conversion insufficient privillige when link to different Account

The issue is happen when during Lead conversion when the user specify Account that not owned by them.If Create New Account , it will success.If choose Account that owned by user it will success. I ...
0
votes
2answers
30 views

When the value of IsConverted gets changed?

I want to enforce a condition according to which only verified Leads can get converted. Someone in my office gave me this formula : AND( IsConverted , Verified_By_Admin__c = FALSE) Where ...
0
votes
3answers
27 views

How can I convert a Lead automatically setting Lead_Rating to 'Cold' before saving?

I want to use a button to quickly convert a lead into a 'Cold' account. Can I call Database.LeadConvert() then open a VisualForce page to edit a couple of Account fields but always set Lead_Rating to ...
0
votes
1answer
42 views

Getting an error on Close Date during lead conversion

I'm very new to Salesforce so I may need lots of help. When converting a Lead to an Opportunity I am getting this error: Error: System.DmlException: Insert failed. First exception on row 0; ...
1
vote
1answer
22 views

Why doesn't lead converted date match to anything?

I'm creating some reports from SalesForce in a standalone reporting tool, I'm looking at how long it takes for a lead to be converted to an account and then for an opportunity to be attached. I ...
0
votes
2answers
29 views

I wanna achieve a functionality where as soon as a lead is converted,assign the Contact to the Account Contact Roles as the primary contact

I have a requirement where I have to assign the Contact to the Account Contact Roles as the primary contact,whenever a lead is converted. But I am not sure how it will be achieved? If it is going to ...
0
votes
1answer
29 views

hiding converted picklist values in lead status Field

I have a lead process "Sales Manager". Now, i have list of picklist values "New","Process","Waiting","Finished". While configuring the picklist values, their are default values atleast one value need ...
1
vote
2answers
133 views

Working with Lead Conversion with trigger

I am trying to write a trigger on lead which gives result as Whenever i update a lead, that should be converted into account, contact and Opportunity. I wrote a trigger, but it is showing following ...
0
votes
0answers
26 views

Converting Leads Error

I am trying to convert lead's through asynchronous apex, but I get the following error message: System.DmlException: ConvertLead failed. First exception on row 5; first error: DUPLICATES_DETECTED, ...
1
vote
1answer
31 views

Lead Custom Field Mapping

I created one new lead custom field of phone data type. while i am trying to map to other object fields(consider any object, whether it could be account/contact/opportunity), it is not giving option ...
0
votes
0answers
25 views

Cant't execute process flow on apex lead conversion

I'm having trouble with the Database.convertLead method. I have a custom object ProductionOrganizer__c that has two relations: both to leads and contacts (RelatedLeadId__c and RelatedContactId__c). I ...
1
vote
0answers
28 views

Converting Lead Duplicate Error

I am converting leads through apex using the LeadConvertClass methods. But sometimes the converted lead information already exists on the system under a contact record, which gives me the following ...
0
votes
2answers
18 views

Report: Create report on accounts that are created via lead process

I would like to create a report which shows me how many of my accounts were created via the lead conversion process. I know that there is a field on the lead "Converted Account", however, if the ...
2
votes
1answer
28 views

Assigning attachment on lead conversion to opportunity

I have a problem with apex code thats supposed to delete attachment added to account after lead conversion, and then add the copy of this attachment to opportunity. But when i convert my lead, ...
0
votes
2answers
23 views

Flag contacts which are being converted from lead

The Problem: We have some functionality that lives on both the lead object and the contact object. If someone, either a lead or a contact, requests a demo, the record gets time-stamped by our ...
1
vote
1answer
35 views

How to find the original lead after it has been converted into an opportunity?

I've asked a similar question recently and got the answer I was looking for but still have a bit of a predicament. In the call centre, agents take calls from technicians who sell new business to ...
0
votes
2answers
21 views

Transfer Lead Records(Fields) to a custom object when converting

I am new to salesforce so forgive me if this question is trivial. If it has been previously been answered kindly direct me since I have searched but not found the appropriate solution. How do you ...
0
votes
1answer
38 views

Converting Lead to custom object

I'm working on creating a button on the lead object that will insert the fields into a custom object. I can't get my trigger to work, and I'm not sure what I'm doing wrong. Here is the code for the ...
1
vote
1answer
48 views

The new owner must have read permission - on custom lead conversion

I am actually having this error when converting a lead : ConvertLead failed. First exception on row 0; first error: TRANSFER_REQUIRES_READ And in my code, I'm not changing the owner of the lead : ...
0
votes
2answers
111 views

Skip the validation rules for Opportunity during lead Conversion

The scenario is I only want to validate the field upon record update not creation.It works successfully when I create or update record manually with validation rules.But it fail when I convert the ...
0
votes
0answers
50 views

Avoid creation of Duplicate Oppurtunities,Contacts and Accounts On click Of Lead Convert Button

On click of standard Lead "Convert" Button we redirected it to a VisualForce Page.On multiple clicks(Simultanously with fraction of secs diff) Of that lead convert by user i have to restrict ...
3
votes
3answers
42 views

Validation Rules on Conversion

I'm trying to ensure that there is atleast some activity on a lead before it is converted. I've tried setting a validation rule ISCONVERTED && ISBLANK(LASTACTIVITYDATE) but it returns as a ...
0
votes
1answer
28 views

Field not available in Lead field mapping when converting

I'm trying to map a picklist field on Lead to a matching picklist field on Opportunity when doing the conversion. This field doesn't seem to be available when going to 'Map Lead fields'. Could this ...
2
votes
1answer
24 views

Customize/Change Lead Conversion Wizard

Is there any possibility to make changes/customize the lead conversion process in SFDC? Currently, when converting a lead, the conversion process limits the required fields. In my case for ...
0
votes
0answers
46 views

How to Convert Lead into Person Account and Opportunity only thorugh sfdc customization like Apex or any other way?

Is there any way to convert Lead into Person Account, Opportunity only not contact if Lead record has has company name. I have gone through lead conversion process on Salesforce Documentation as per ...
2
votes
2answers
58 views

How to map a standard field like phone to custom field in opportunity to a custom field

I'm new to sfdc.In my organization i tried to map phone standard field in lead to opportunity custom field.But i didn't get mapping field in map fields.I also create a formula field and tried to do ...
4
votes
1answer
68 views

Error: Compile Error: Illegal assignment from List<Lead> to lead at line 14 column 5

public class ControllerLeadConvertView { public Id leadId; public String convertedAccountId ; public ControllerLeadConvertView(ApexPages.StandardController stdController) { ...
0
votes
0answers
30 views

RECORD_IN_USE_BY_WORKFLOW — Prevent running WF rules OR Wait in Unit Test to Convert Lead until WF Rule is completed

I am getting this issue when running Test Class - In my test class I am calling methods of class, where I am converting a Lead. --- How can I prevent - OR - wait till Workflow rule complete's its ...
0
votes
1answer
80 views

lead conversion trigger without account and contact [closed]

kindly help me with any example how to convert lead without any contact or account using setAccountId or setContactId.
0
votes
1answer
48 views

Have a issue with test class for lead conversion trigger

I have a trigger on lead conversion with the help of my friend. please find Test class failed every time. with error: System.DmlException: ConvertLead failed. First exception on row 0; first ...
1
vote
1answer
40 views

Why is this test giving 0% coverage?

I have a simple trigger that I'm trying to deploy, but am getting a 0% code coverage error when validating. I had to modify the test slightly to get around another problem (changed "static testMethod ...
0
votes
1answer
103 views

How to map custom Names field on lead to create as new contacts when lead is qualified

I have created custom name, email, phone fields on lead apart from standard name email and phone fields. I want, when lead qualified and converted so it should be created as new contact under the same ...
1
vote
2answers
86 views

Lead Status Converted Value to Contact Status

We have a converted Lead Status value "Sales Accepted", which we have in a custom Contact Status field on the Contact level as well. When a Lead is converted, where do the Converted values get mapped ...
0
votes
1answer
33 views

Convert Leads to Contacts

I have the following code: public List<Lead> leadsToConvert; public void convertLead(){ leadsToConvert = [Select id, FirstName, Lastname, Company FROM Lead]; try { Set<...
0
votes
2answers
53 views

How to not create a new Account in convertLead()

I developing an app, which convert all Leads to Contacts, but it always create a new Account. How can I code a method which validates if the Company Name is the same than any existing Account.Name, ...
2
votes
2answers
66 views

How to convert all my Leads to Contacts

How can I convert all my leads to contacts without creating new opportunity? Can somebody give me some example? Thanks in advance.
1
vote
1answer
82 views

unable to get code coverage for my apex trigger

Hey i am new to salesforce. I write an apex trigger in lead.Whenever any lead is converted type picklist(standard field) in opportunity object has to updated with new-business.I had successfully wrote ...
0
votes
1answer
18 views

Shall we map opportunity field with out lead field while lead conversion

I stuck in a place called field mapping in lead conversion.In my organisation while lead conversion picklist(standard) called "Type" in opportunity object.But in my lead object i don't have that ...
0
votes
3answers
38 views

Unable to mass edit leads

I am new to sfdc.I had created a sales process in my organisation.For creating leads we have two options available.In my organisation research team is there to assign leads to users.Before creating ...
0
votes
1answer
66 views

can't assign convertedAccountId in lead after trigger for lead convert

I am trying to create one more contact for a lead which we convert and I wrote following code for this: public with sharing class LeadTriggerHandler extends TriggerHandler{ public ...
0
votes
1answer
19 views

Know in Contact after - insert, if the contact is created from regular input or lead convert

I have this use case, where I need to know in the after-insert of a contact, whether the contact has been created from regular input (or via API, doesn't matter), or if the contact was created via a ...
2
votes
0answers
92 views

ORA-20025 converting lead to contact

I am trying to convert lead to contact and I get this error: ORA-20025 common.exception.SfdcSqlException` ORA-06512: at "SNEEZY.CACCESS", line 2399` ORA-06512: at "SNEEZY.CACCESS", line 585` ORA-...
3
votes
2answers
49 views

Setting an Accounts Contact

So playing around just learning with APEX triggers, I am creating an Account and Contact when you create a Lead. So far everything works as I would like - however I wish to set the relationship ...
0
votes
2answers
69 views

Confusion with CampaignMember Object

I'm confused with LeadId and ContactId fields, these are contacts or leads associated with a campaign, to my understanding, it's who was a prospect (lead or contact) at the moment of associating with ...
1
vote
2answers
191 views

How to view converted Lead info?

This should be easy but I can not find out how to view converted Lead info. I read that the Lead becomes view-only, but that it is not viewable in a Leads view. I also read that there is a report ...
0
votes
0answers
26 views

leads and custom object

I have a custom object spaces. in the lead I get to choose many spaces(via lookup who has interest in spaces) but in the spaces object there are also different leads which are interested in one space. ...
1
vote
0answers
153 views

Account/Contact/Opportunity Owner wrong during lead conversion: Is this a good work around?

As you may know when you try to convert a lead ,during the execution of the lead convert ,the Account/Contact/Opportunity objects owner id's are set as the current user Id instead of the lead original ...