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
37 views

Ruby on Rails Example

I have a Rails app from which I would like to convert a lead and merge it with an existing account. Does anyone have some sample code using Ruby? I have found C# and Java examples and understand the ...
8
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2answers
116 views

Lead Converted Status

I have some problem, and I hope someone will be able to advice me with that. Organisation have multiple recordTypes, BusinessProcess and Converted statuses for Lead. Did anyone know is it possible to ...
1
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1answer
32 views

Lead Converted Status Not Appearing

Am I missing some sort of setting here? I know for a fact the 'Converted Status' on the Lead Process dictates the available Lead Statuses when converting a lead, and obviously SFDC's documentation ...
0
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1answer
38 views

Error in convertinglead to a person account

We are using apex to convert a lead to a person account. We are getting the following error when we do this. This code is executed on a trigger on the update of the lead. We have a custom button on ...
0
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1answer
29 views

How can I force convert a lead once in 'qualified' stage?

We want our leads to be automatically converted to account/contact (no oppty) once it's status changes to "Qualified" The only way I can think of is an Lead After Trigger. Ideas?
0
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1answer
47 views

Duplicate account IDs when using Database.convertLead()?

Does Database.convertLead() allow conversion of multiple leads to the same account at once? That seems like it should be no problem, but I'm getting strange errors in my unit testing. I wrote a lead ...
0
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1answer
63 views

How to convert a Lead into a contact using salesforce IOS mobile

I am builiding an IOS mobile app ( native app ) which creates a Lead using the salesforce mobile SDK (IOS). I could not find an API to convert a lead to a contact like how you can do in Apex. Any ...
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2answers
94 views

Creating campaign members and converting leads within same trigger?

I have a client with an existing Lead trigger (written by someone else) that creates campaign members when the lead is inserted. Client now wants additional functionality in the trigger, ...
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0answers
63 views

How to trigger workflow on Account after lead conversion?

as far I can remember there is leadid that is accessible from API, but in workflow formula it is not. Is there a way to run workflow on newly created (converted) account? My immediate idea is to ...
2
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3answers
61 views

How to make sure that an oppty is created upon lead conversion?

Once a lead is converted, there is a special oppty that is created, which is related to the converted lead. This is mostly used by marketing for lead-to-cash reports. What happens with our salesteam, ...
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0answers
13 views

how to convert lead to account via data loader? [duplicate]

I want to convert a large amount of leads to accounts with an opportunity.Is it possible by data loader?Also for some leads, account does exist. Therefore how do I map fields if at all I user data ...
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1answer
98 views

Convert Lead to Opportunity via data loader

I'd like to convert leads to existing/new accounts with opportunities using data loader. How do I go about it? Also, which all fields do I need to map in data loader?
1
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0answers
27 views

Visualforce replacement for ConvertedLeadView page

I have a trigger that automates the conversion of a Lead based on some criteria, and after the Lead gets saved (and converted) it redirects me to a page that gives information about the Lead's related ...
3
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1answer
134 views

Lead insert trigger not running after web2lead

I have a trigger on Leads like this: trigger LeadTrigger on Lead (after insert, after update) { // I only see the following line in the logs when I manually insert a new lead ...
2
votes
1answer
183 views

Testing Custom Lead Conversion Trigger

I'm having some trouble setting up a testing class for a trigger that i wrote to populate a custom object with fields of a lead on lead conversion, in addition to the standard (Account, Contact, ...
2
votes
1answer
117 views

Lead Conversion to Custom Object

On a lead conversion, I would like to convert the information on the lead to an additional object. This object will be associated with both the account, as well as the opportunity. trigger createApp ...
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0answers
23 views

Lead convert VR doesn't fire when account already exist

Hoping you all can help me out with this! I have a Validation Rule that has a few required fields on the lead when converting to an opportunity. However, it becomes unnecessary when converting a lead ...
2
votes
1answer
40 views

Leadsource not mapped to accountsource upon conversion

When we convert a lead, it's LeadSource is NOT been shown in the AccountSource. The one error I see, is that in the Lead Custom Field Mapping The field is not mapped But I don't have the field: ...
1
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2answers
170 views

how to Create a trigger to copy attachment of lead to opportunity at the time of lead conversion [closed]

I need to create trigger to copy attachment of lead to opportunity at the time of lead conversion.
7
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1answer
280 views

Can I Edit any data on a converted lead?

We have some reports that look at opptys and accounts. Some, rely on the information that the lead had while it was a lead. After some changes to the lead we use today, We need to edit data, within ...
5
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1answer
70 views

Access Lead conversion field mappings from Apex?

I've written some Apex code to override the lead conversion process. if the contact exists, the client wants to update all the contact fields with the lead field data when the lead field is not null. ...
3
votes
1answer
68 views

update description from lead to existing contact

When a Lead is converted, the "Description" of the lead is going to the "Description" of the newly created contact. If I convert a Lead into an existing contact, then the "Description" of the lead ...
6
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1answer
230 views

Multiple Contacts Per Lead - Possible?

I need to find out if there is a way to have multiple people associated to a single lead. For instance, say your company interacts and sells to other businesses. For this scenario, say the sales team ...
1
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2answers
934 views

Associate Custom Objects to Account & Contact after lead conversion

We have a custom object that initially is related to lead, and upon lead conversion needs to be associated to account and contact. the custom object has lookup fields to lead, account and contact. I ...
2
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2answers
451 views

Trigger to automatically convert lead to person account and match on PersonEmail

We have an Apex trigger that automatically converts a lead to a PersonAccount. We want to make sure that if there is already a PersonAccount with an email that matches that of the lead that we merge ...
4
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1answer
190 views

SOQL Contact to Lead Query Help

Quick Information: Using SOQL via the Enterprise SOAP API This is a .NET 4.5 application, C# This is in my Salesforce sandbox I'm using Force.com Explorer I'm new to StackExchange AND Salesforce. Be ...
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1answer
297 views

“Enable Validation and Triggers from Lead Convert” not appearing, why?

Under what circumstances will the "Enable Validation and Triggers from Lead Convert" setting not appear in the Setup > Customize > Leads > Settings page? We did a customer install into an EE org and ...
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1answer
710 views

Trigger for Lead Convert trigger unit test coverage only 44%

i am working on this APEX trigger and unit test class. What it does for a existing lead -> a check out let's called "Ready to Convert" once is CHECKED and saved, the lead will be converted to Person ...
2
votes
1answer
186 views

how to convert lead to PersonAccount using apex

I am converting a Lead to Person Account using Apex but it is throwing the exception as given below: ConvertLead failed. First exception on row 0; first error: UNAVAILABLE_RECORDTYPE_EXCEPTION, ...
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1answer
104 views

Converting Lead to a specific Account type

On converting leads I want to be able to specify which Account type (not record type) will be created. Is there any way to achieve that?
1
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2answers
361 views

On updating an account with a lookup to Lead: Cannot Reference Converted Lead

I am clear on the fact that converted Lead records cannot be updated. This probably makes sense to somebody... Is there a way to allow the population of lookup fields that refer to converted Leads? ...
3
votes
1answer
159 views

Does a timebased workflow remain in queue after the criteria has become false?

I do have a time based workflow set on leads and when we try to convert them it throws an error RECORD_IN_USE_BY_WORKFLOW, Unable to convert lead that is in use by workflow: To overcome this i ...
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5answers
351 views

Report to show Converted Leads sales - from opptys NOT created on the convert event

I discovered a bug/flow When my users convert leads, they do not always create an oppty, nor do they want to. It so happens, that once this oppty is created, if it wasn't created during the ...
1
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2answers
309 views

Why does an opportunity is not shown for the converted lead?

I have an interesting issue where an opportunity that was closed of a converted lead, does not show on the relevant report. A lead was created The lead was converted to an Account + Contact The ...
4
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1answer
388 views

Is there a way to determine how certain account has been created?

As you know Salesforce accounts could be created either as a result of lead conversion or directly, by creating a new account using account creation form (and, accordingly, bypassing lead creation ...
6
votes
1answer
268 views

RECORD_IN_USE_BY_WORKFLOW, Unable to convert lead that is in use by workflow: []

In my Apex class i am converting leads. When i test my code through UI it is working fine but when i run my test class it get failed and shows this error: 22:21:47.413 ...
2
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0answers
290 views

Test class showing error : Converted Account empty for a Converted Lead.: [ConvertedAccountId]

I need to write as test class to cover public without sharing class CMassConvert { public boolean hasErrors; public String errorMsg {get; set;} //constructora public CMassConvert() { } public ...
5
votes
1answer
113 views

How to get web-2-lead description text to activity?

Salesforce is very good and consistent in logging all kind of communication with users from lead to paying customer. It is great to see all activities, be they mails, call logs or meeting notes. ...
2
votes
2answers
800 views

Custom Objects Related to Lead associate to Account/Contact/Opp during Lead Conversion

We have several custom objects that can be related to Leads and that should end up related to the resulting Account/Contact/Opp during Lead Conversion. These Objects have multiple Lookup fields on ...
3
votes
1answer
215 views

How to convert leads without setting opportunity to closed won?

Whenever I convert Leads, and create an Opportunity on the go, all these Opportunities get the status Closed Won. I could not find where to change that, as it's obviously nonsense. How to change ...
3
votes
1answer
136 views

Clearing out Converted lead fields after conversion

We have a bunch of custom fields on a lead which are required to be copied to the contact when a conversion takes place. We want to clear these fields after the conversion, as they contain sensitive ...
1
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1answer
332 views

Custom Button for Convert Lead with Javascript

I would like to prevent users from converting a lead if some fields are missing (State, country, company type) - I don't want to use standard validation, as I want the users to remain on the same ...
3
votes
2answers
1k views

How to Convert a Contact back to lead - and delete the old contact and account

I need the option to convert contacts back to leads, and delete the old contact and account. Suggested links work only half way - meaning: they create the new lead. ...
4
votes
2answers
177 views

Best approach for integrating Converted Leadswith External Ids

Whats the best process for converting leads with external ids? I have an integration where I need to convert leads. The conversion needs to happen on an external id. I can't pass in the Salesforce ...
5
votes
1answer
121 views

Does opt_allOrNone guard against partial lead conversions?

There is a brief note at http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_convertLead.htm about opt_allOrNone preventing partial success of the convertLead DML operation: The ...
0
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1answer
294 views

Ownership of objects created in Lead Conversion

What are the rules of ownership when converting a lead? Who becomes the owner of the Opportunity, Account and Contact?
4
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1answer
246 views

Lead Conversion to Opportunity

I need to convert Leads into just an Opportunity because for various reasons the Account and Contacts for the Lead record will have been created separately. From the convertLead() docs is seems that ...
2
votes
1answer
507 views

Change Lead status when matching Contact is created

I'm looking to write an Apex script, but I literally know nothing about programming in Salesforce (with the exception of what I've read in the last hour). I want to write a script that does the ...
1
vote
1answer
433 views

How to create master detail object that is attached to both a lead and contact

Using an Ajax email handler we have created an object that contains the transcript from a mibew.org chat. If the contact exists in our database the transcript is attached as an object (and on the ...
1
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1answer
109 views

validation falure

I am getting following error. java.sql.SQLException: ORA-20025: ORA-06512: at "DOPEY.SACCESS", line 1295 ORA-06512: at "DOPEY.CACCESS", line 2438 ORA-06512: at "DOPEY.CACCESS", line 2369 ORA-06512: ...