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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2answers
16 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
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1answer
10 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
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2answers
14 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 ...
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vote
1answer
23 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 ...
-1
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0answers
6 views

update converted lead using workflow,process builder or flow

is it possible to update the converted lead using work flow,process builder or flow.I thing we can update the converted lead using apex code and data loader
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2answers
19 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 ...
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1answer
23 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
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1answer
32 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 : ...
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2answers
65 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 ...
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0answers
23 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
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3answers
37 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
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1answer
23 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
15 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 ...
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0answers
30 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
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2answers
38 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
65 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) { ...
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0answers
23 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
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1answer
70 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.
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1answer
35 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
39 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
71 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
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2answers
64 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
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1answer
31 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
48 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
56 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
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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
16 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
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3answers
33 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
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1answer
52 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
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1answer
17 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
78 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
47 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
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2answers
60 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
113 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
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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
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0answers
129 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
309 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
55 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
275 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
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0answers
47 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
171 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
70 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
36 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
118 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
51 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
46 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
33 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
58 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
56 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
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0answers
16 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 ...