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
21 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 ...
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1answer
12 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
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1answer
33 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
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2answers
23 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
10 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 ...
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3answers
35 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
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1answer
104 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
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3answers
59 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
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1answer
43 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
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1answer
85 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
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1answer
52 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
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1answer
52 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 ...
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1answer
30 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?
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0answers
15 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
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1answer
41 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 ...
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2answers
98 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
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2answers
77 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 ...
1
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3answers
96 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
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1answer
68 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
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1answer
43 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 ...
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0answers
10 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
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1answer
48 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
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1answer
64 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
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2answers
35 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 ...
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0answers
147 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 ...
0
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1answer
169 views

Automatically Open Opportunity After Lead Conversion

I have a vf page that controls conversion. I want it to work so that once I convert the system automatically redirects to the opportunity created or it grabs the ID of the opportunity created and ...
0
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1answer
198 views

ERROR: cannot reference converted lead

Am trying to Update Leads. When Lead converted flag is true. Lead Status is Contacted. I have to update all the contacted leads to Converted. Am Getting this error on the data loader: ERROR: ...
0
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2answers
101 views

How can I convert a Lead to an Opportunity via the REST API for a Connected App? [duplicate]

I have a connected app, which authenticates with Salesforce using REST API via OAuth. How can I convert a Lead to an Account/Opportunity etc? There was some previous solution mentioning Apex, but this ...
2
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1answer
44 views

Prevent user returning from 'Qualified' Lead status value

Requirement: When users set lead to 'Qualified' I want validation to prevent them returning to any other status. I have tried the below but the validation kicks in when I am trying to convert because ...
1
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1answer
59 views

Lead to Contact conversion with custom relationships

So I have a custom object that have lookup fields for Leads and Contacts. When a user converts a Lead to a Contact, how would I make it so that custom object's Lead value propagates to the Contact ...
0
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1answer
46 views

Convert Lead into Opportunity, what does it do and is possible to do the same through Bulk API?

I need to be able to perform a "convert" operation on multiple leads. Considering I don't know the amount of leads that will be converted, I definitely want to use Bulk API (I can end with a lot of ...
1
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2answers
151 views

Account Required Field Missing on Lead Conversion

I have Account object with custom mandatory fields. While converting a Lead when I choose a Create New Account option getting an error as Insert Failed: Required Field Missing. As a beginner I don't ...
0
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2answers
25 views

Update the converted lead record?

I have to update some field of leads once it's converted. However, salesforce make a lead read only once it's converted. Is there any way to update the lead record after converted ? Thanks.
0
votes
0answers
32 views

Alter 'Convert Lead - Custom Lead Conversion Process' App - default tick Opportunity box

I have downloaded the 'Convert Lead - Custom Lead Conversion Process' App from the App exchange https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4sHpEAJ I couldn't figure out ...
0
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1answer
163 views

Lead Conversion: Lookup fields

I'm trying to convert leads, but I am having trouble when it creates opportunities. My opportunities have lookup fields that I would really like to auto populate (and be required). I can't use a ...
1
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1answer
129 views

Check Convert Lead permission

How to check whether logged user having 'convert lead' permission on lead object or not?
1
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2answers
308 views

Lead Conversion: Setting the Opportunity Close Date

Currently in our Org when a Lead is converted and an Opportunity is created the Close Date on the Opportunity gets set to the end of the current Fiscal quarter... Is there a way to change this to ...
1
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1answer
110 views

how to test trigger that modifies Opportunity of converted Lead

I have a trigger that runs when a lead is converted, and populates a field on the converted opportunity. Now I'm trying to write a test class for it, but can't figure out how to access the value of ...
1
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1answer
518 views

Trigger to update converted Lead's Opportunity with information from converted Contact

I'm having an issue with a trigger, and can't seem to figure it out, so I'm hoping someone can help me. Basically, I wrote a trigger that runs when a lead is converted. It is supposed to populate a ...
1
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2answers
117 views

Convert Lead trigger only works sometimes

I have two triggers on the Lead object. One (before insert) checks to see if the Lead matches any existing Contacts (through a custom email object) and the other (after insert, after update) converts ...
1
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0answers
126 views

Insufficient Privileges During Lead Convert - Trigger Doing Owner Change

I have a basic trigger that defaults the owner for accounts and contacts upon lead conversion. After turing on triggers and validations for lead conversions this is mostly working, but in some cases ...
0
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1answer
179 views

Convert Lead to Contact - Disable Create New Account

I have folks that are converting leads to contacts and generating a new opportunity. I don't want them to be able to create a new account when they do this because it's creating duplicates. They ...
2
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0answers
74 views

Disabling account and contact triggers on NPSP 3.0

We are using Non profit starter pack 3.0 in a fresh new sandbox. We have a requirement to automatically convert leads to accounts, contacts and opportunities. Since we are using the NPSP 3.0 1 to 1 ...
4
votes
1answer
370 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
254 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
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2answers
91 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
69 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
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1answer
30 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
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1answer
159 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
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1answer
253 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 ...