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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1answer
23 views

Converting lead using REST API [on hold]

Does Salesforce provides a standard REST API to convert Lead?.
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1answer
35 views

Create a record in a custom object when a lead is converted

I am trying to figure a way to create a record in a custom object whenever a lead is converted as certain fields are populated. The object in mind is something I call "License Agreement." Would this ...
0
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1answer
21 views

Create a Task on Lead Conversion

I have a workflow setup to create a task on lead conversion, However it does not seem to be firing.
1
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2answers
23 views

Where do notes live after a lead has been converted?

I'm writing an integration for a client using the SOAP API in PHP. The client would like to keep notes in Salesforce synchronized with notes in their back office system. In order to do this, I've ...
2
votes
3answers
40 views

Non-technical: Can an existing customer be a lead?

This question is non-technical. It's more based on the principles of CRM and how SalesForce implements those principles: When talking about new customers and the sales funnel it's quite clear: Lead ...
1
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2answers
17 views

Lead conversion - lead owner

When a Lead is converted in Salesforce, you can select a Record Owner for the new objects. -What happens to the owner field of the Lead? Will the Lead always be reassigned to the chosen Record Owner? ...
2
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2answers
34 views

Can You Update Fields via Dot Notation?

I have two custom objects, Subscription and Product User. Product User is a child object of Subscription in a Master-Detail relationship. In a trigger I have built, I want to update a lookup field (to ...
1
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1answer
15 views

Project focused Leads (not contact/account)

We are using Salesforce PE with API access. We'd like to make the Leads section focused on projects instead of account/contact. Our business and sales model revolves around chasing construction ...
0
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1answer
34 views

Trouble with converting leads with triggers getting 101 queries

I have a set of business rules for assigning leads to the correct salesperson that runs in a before trigger. Then in an after trigger if a field is filled in auto convert the lead. The trigger makes a ...
2
votes
2answers
27 views

is there a way to convert a lead to an account with a particular recordtype programatically

I am programmatically convert a lead into Accounts and contacts. Is there a way we can convert a lead to an account of particular recordtype? I cant seem to find anything on this on the docs. I do ...
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0answers
11 views

Issues with deletion of Leads During Lead to member Conversion

While executing the class ‘LeadtoMember’, I am facing the the following issue. The delete code is outside the Trigger.new loop, but still i am getting the the error message, which i am not ...
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3answers
48 views

Insert Leads with active Assignment Rule through Dataloader

I want to insert 5000 leads using Data Loader, but I'm don't know how to active "Assign using active assignment rule" on insert. Is there a way to this on insert? Thanks,
3
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1answer
136 views

Can i get the Lead ID once it has already been converted?

My BI colleague asked me to put if I can 2 new fields on account, both related with the lead that this account was before conversion. One is the Creation Date and the other is the ID of the lead. I ...
2
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3answers
67 views

What's the most accurate method to identify which lead is an opportunity/contact/account converted from

Just started to work with the lead conversion. What's the most accurate method to identify which lead is an opportunity/contact/account converted from? Thanks
1
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1answer
63 views

Map Lead Source to the Account Source when converting the lead to an Account/Contact

We're running into some issues where we want to have the lead source come across as the account source when the lead is converted to an account. I figured this would be an easy thing to do, well, ...
2
votes
1answer
118 views

Convert Lead to Custom Object, Opportunity and Contact

I have a requirement to convert lead(a specific record type) to these 3 objects. (A Custom Object, an Opportunity and a Contact) The Custom Object will be the parent of the Opportunity and the ...
0
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1answer
63 views

Validate fields on Lead Conversion

I want to ensure that a user cannot convert a lead without ticking three checkboxes (below). Below is my validation rule but it still allows the user to convert the lead. Any ideas? AND(IsConverted = ...
2
votes
1answer
67 views

Lead conversion mapping - changing field reference

Our previous admin incorrectly set up our Accounts and Contacts to use a custom "lead_source" rather than the standard "leadsource" used in Leads. This make it impossible (for me) to map lead source ...
-2
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1answer
33 views

Lead conversion trigger

How can i solve this using a trigger: IF lead status is Approved or Submitted, the lead is directly assigned to the channel manager?
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0answers
17 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
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1answer
51 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 ...
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votes
2answers
124 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
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3answers
110 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 ...
2
votes
4answers
134 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
78 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
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1answer
52 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 ...
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0answers
13 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
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1answer
52 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
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1answer
74 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 ...
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2answers
38 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 ...
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0answers
169 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
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1answer
201 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
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1answer
287 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
131 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
50 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
69 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
48 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
195 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
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2answers
28 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
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0answers
39 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
189 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
148 views

Check Convert Lead permission

How to check whether logged user having 'convert lead' permission on lead object or not?
1
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2answers
379 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
121 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
697 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
133 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
139 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
223 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
85 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
539 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 ...