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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4
votes
1answer
18 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 ...
2
votes
1answer
45 views

Getting the Lead Id from a Visualforce page

I have the following Visualforce page: <apex:page standardController="Lead" extensions="myExtension" showHeader="false" sidebar="false"> <apex:form > <apex:commandLink ...
1
vote
1answer
27 views

CampaignMember AfterUpdate trigger doesn't fire after lead conversion

A Campaign Member After Update trigger should fire after a lead in a campaign is converted, correct? My AfterUpdate trigger is not firing at all in unit testing. I have enabled "Require Validation ...
0
votes
2answers
29 views

Replicating the convert lead button

I will need to create my own "convert lead" button because I need to ensure that certain fields are updated when the button is clicked. However, I was wondering if there is a quick way of doing this, ...
0
votes
1answer
17 views

Converting a lead while workflow is active

I have a time-based workflow on my lead, which acts on a date field. If a lead is inactive for 30 days, then it is assigned to a queue. The problem is that a lead cannot be converted if I have this ...
0
votes
1answer
41 views

Trigger to convert lead to existing Account

We have a system that feeds vetted Accounts into our Salesforce, but the process originates in the Salesforce Lead object. Thus when approved, the Account is created by feed, so the Account will ...
1
vote
1answer
33 views

Converting leads without giving edit perm on Accounts

My requirement is that sales reps cannot create or edit accounts but we want to enable them to convert leads when there is an existing account in place, in order to create new contacts and ...
3
votes
1answer
68 views

How do we convert a Lead into person accounts in apex?

How can i convert a lead to person accounts using apex? I have done lead conversion which would convert a lead to standard account, contact and opportunity by mostly referring ...
1
vote
1answer
23 views

Set custom Opportunity fields in convertLead()

I'm fairly new to Apex/Visualforce and I'm a bit stuck here. I have a custom Visualforce page and Apex controller for a Lead Convert button in which a new Opportunity is converted, and I'm trying to ...
0
votes
1answer
13 views

Creating a 'Scorecard' on the Accounts Page

I'm trying to create a basic 'scorecard' section that will display the following information on the Accounts Page: Value Open Opportunities Valued Closed Won Opportunities Number Leads Total Number ...
0
votes
0answers
40 views

Lead Conversion Campaign Member Issue

I have a trigger on Lead Conversion which validates and allows lead conversion only if the Lead is associated with a Campaign. Heres a snippet of the same: for(Lead led : trigger.new){ if( ...
0
votes
1answer
105 views

How do you convert a Lead via the REST API?

Am a bit new to Salesforce, integrating with our existing systems which uses Python, so I'm making use of the simple_salesforce module. It's working great, except I cannot figure out how you convert a ...
2
votes
0answers
61 views

Converted lead results in 'ConvertedAccountId' being NULL?

I am responsible for an integration with our customer's Salesforce systems using the REST API. I have been operating under the assumption that whenever a Lead is converted, then it will have the ...
2
votes
0answers
56 views

Mass Lead Conversion Error

I have written the common lead conversion snippets within for loop and I got this Error. Yes following code creates Account and Contacts properly but it doesnt create any Opportunity. ERROR : ...
0
votes
0answers
56 views

Activity id: cannot specify id in an insert call - Need solution

I have got the "Lead conversion" written in a custom manner (visuallforce and controller), when converting a Lead to an Account, I am getting Activity id: cannot specify id in an insert call error ...
2
votes
2answers
52 views

Pause Lead Conversion Process for Validating Account Fields

Is there anyway to pause the Lead conversion process until some generated Account fields being validated? This is my road block When a user creates an account from standard layout we are generating ...
1
vote
2answers
76 views

Query task in Lead conversion.?

When i am querying lead in Lead conversion trigger..My task query is returning null even there are task records associated with Lead object..I even try to hard-code query still its returning empty ...
1
vote
1answer
56 views

Populating Account record from Lead in an Account before insert trigger

There are lot of discussions on Lead conversion. I'd just need to know is there any possibility to track whether the Account is being created upon a Lead conversion and if collecting information of ...
2
votes
2answers
102 views

How to convert a Lead to Contact automatically?

I'm looking for help. I'm new to Salesforce, learning to become an Admin. We are developing a Web to Lead form. We'd like to automatically change anyone who submits the WTL form directly to a ...
1
vote
0answers
111 views

Validation rule fires - not sure why

I have a validation rule on an accounts' field AND (ISBLANK(Bill_To_Account__c),ISPICKVAL( Owner.UserType ,"PowerPartner")) That checks for the 'Bill_To_account__c' to have a value, if the ...
4
votes
3answers
1k views

What Happens When A Lead Is Converted?

I'm new to SalesForce. What happens when the Convert button on the Lead Details page is clicked? I've read that The lead is marked as 'closed'. An Account object is created. An Opportunity tied to ...
1
vote
2answers
97 views

API creation of Opportunity and Primary Campaign

1) When Lead is converted to an Opportunity, we want to ensure all Campaigns from Lead flow to Opportunity as Campaign Influence records. This happens when User manually does the Lead Conversion ...
0
votes
1answer
34 views

Native Salesforce lead-to-client process to handle custom lead object

I am a developer so sorry if I am asking an obvious question (not familiar with the business side in Salesforce). We have a custom lead object with custom lead statuses (designed after what our ...
1
vote
1answer
28 views

Are leads in lookup relationships still kept after conversion?

If I have a lookup field with a lead in and later convert that lead, what happens to the value of the field? I read somewhere that converted leads were only visible in reports.
2
votes
1answer
178 views

Disable task trigger on lead conversion

I wrote triggers that will be fired after inserting/updating/deleting task and event. What the triggers do is HTTP call out. When a lead is convert, tasks and events will be copied too, so the ...
1
vote
2answers
77 views

Converting lead doesn't prompt for target object's required fields

I believe my issue is best explained through an example: I have a Lead that is being converted to an Opportunity. My Opportunity object has a custom required field that is not present in Leads ...
2
votes
1answer
424 views

Populate Lookup field on Opportunity upon Lead Conversion

I am trying to populate a Contact lookup field (Sourced_By__c) on the Opportunity with the Converted Contact upon Lead Conversion but am not having any luck. I do not get an error but it also does not ...
4
votes
3answers
208 views

Delete chatter post on Account after Lead gets converted

When we convert the lead automatic chatter feed appears on Account. UserName converted a lead to this account.I have chatter feed enabled on Lead and Account.Is there an option to prevent this post ...
3
votes
1answer
93 views

Any way to convert leads in apex without using the convertLead() method?

The customer's spec requires some standard fields on leads to be mapped to custom fields and vice versa. I've been trying to override the lead conversion behaviour by writing an apex class. Mapping ...
1
vote
1answer
147 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
votes
3answers
311 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
vote
1answer
160 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
votes
1answer
110 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
votes
1answer
45 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?
2
votes
0answers
215 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
votes
1answer
130 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 ...
1
vote
2answers
796 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, ...
1
vote
0answers
237 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
votes
3answers
204 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, ...
0
votes
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 ...
1
vote
1answer
225 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
vote
0answers
50 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
votes
1answer
394 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
902 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
317 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 ...
1
vote
0answers
31 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
129 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
vote
2answers
356 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
votes
1answer
823 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
votes
1answer
147 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. ...