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)

0
votes
1answer
14 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
21 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
20 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 { ...
0
votes
2answers
33 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
35 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
74 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
13 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
2answers
23 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
28 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
16 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
49 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` ...
3
votes
2answers
33 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
46 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
45 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
25 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
82 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 ...
9
votes
1answer
240 views

Too many namespaces error

Once in awhile when I try to convert a lead, I get the following error: Error: System.LimitException: Too many namespaces accessed: 10 External entry point It happens pretty infrequently and I ...
0
votes
0answers
31 views

Error during lead conversion

I get this error when try to convert a lead through Apex Rest Error: Unable to call the endpoint.Error: System.DmlException: ConvertLead failed. First exception on row 0; first error: ...
1
vote
1answer
177 views

Lead Conversion Trigger Issue (After Update/After Insert)

I've spent the last week on this now, and it's gone from an annoyance to a horrific pain. We have a process wherein leads can either be (1) created with a unique identifier and then are ...
0
votes
0answers
42 views

How to count activities when a Lead is converted

Is there a way to count the activities when a LEad is already converted. I could create a report when the leads are converted by adding isConverted is true. However is there a way to count the ...
0
votes
1answer
96 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
votes
1answer
47 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
vote
2answers
31 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
96 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
vote
2answers
37 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
votes
1answer
43 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
vote
1answer
30 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
votes
1answer
47 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
50 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 ...
0
votes
0answers
15 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 ...
0
votes
3answers
182 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
votes
1answer
440 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
votes
3answers
92 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
vote
1answer
107 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
228 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
votes
1answer
97 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
102 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
votes
1answer
43 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?
1
vote
0answers
28 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
104 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 ...
0
votes
2answers
335 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
3answers
355 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 ...
3
votes
4answers
230 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
96 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
68 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
19 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
69 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
164 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
46 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
242 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 ...