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
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3answers
73 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
1answer
14 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
17 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
13 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
50 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
33 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 ...
1
vote
1answer
86 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
107 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
65 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
74 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
2answers
152 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
56 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
57 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
37 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
105 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
95 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
316 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
119 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
104 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
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1answer
141 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
34 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
223 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
484 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
190 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
27 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
57 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
244 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
462 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
88 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
70 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
votes
1answer
341 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
vote
2answers
1k 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
votes
2answers
635 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
votes
1answer
221 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 ...
1
vote
1answer
451 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 ...
1
vote
1answer
902 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
239 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, ...
1
vote
1answer
138 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
vote
2answers
463 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
201 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 ...
1
vote
5answers
510 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
vote
2answers
406 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
votes
1answer
483 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
329 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
votes
0answers
318 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
155 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
935 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
248 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
153 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 ...