The lead-conversion tag has no wiki summary.
1
vote
1answer
14 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
24 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 ...
2
votes
1answer
25 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
17 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 ...
1
vote
1answer
36 views
Custom Button for Convert Lead with Javascript
I would like to prevent users from converting a lead if some fields are missing (State, country, company type) - I don't want to use standard validation, as I want the users to remain on the same ...
3
votes
2answers
58 views
How to Convert a Contact back to lead - and delete the old contact and account
I need the option to convert contacts back to leads, and delete the old contact and account.
Suggested links work only half way - meaning: they create the new lead.
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3
votes
2answers
32 views
Best approach for integrating Converted Leadswith External Ids
Whats the best process for converting leads with external ids?
I have an integration where I need to convert leads. The conversion needs to happen on an external id. I can't pass in the Salesforce ...
4
votes
1answer
31 views
Does opt_allOrNone guard against partial lead conversions?
There is a brief note at http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_convertLead.htm about opt_allOrNone preventing partial success of the convertLead DML operation:
The ...
0
votes
1answer
21 views
Ownership of objects created in Lead Conversion
What are the rules of ownership when converting a lead? Who becomes the owner of the Opportunity, Account and Contact?
4
votes
1answer
35 views
Lead Conversion to Opportunity
I need to convert Leads into just an Opportunity because for various reasons the Account and Contacts for the Lead record will have been created separately. From the convertLead() docs is seems that ...
2
votes
1answer
96 views
Change Lead status when matching Contact is created
I'm looking to write an Apex script, but I literally know nothing about programming in Salesforce (with the exception of what I've read in the last hour). I want to write a script that does the ...
1
vote
1answer
74 views
How to create master detail object that is attached to both a lead and contact
Using an Ajax email handler we have created an object that contains the transcript from a mibew.org chat.
If the contact exists in our database the transcript is attached as an object (and on the ...
1
vote
1answer
72 views
validation falure
I am getting following error.
java.sql.SQLException: ORA-20025:
ORA-06512: at "DOPEY.SACCESS", line 1295
ORA-06512: at "DOPEY.CACCESS", line 2438
ORA-06512: at "DOPEY.CACCESS", line 2369
ORA-06512:
...
0
votes
2answers
141 views
field mapping of custom fields for lead conversion
While doing a lead conversion using Database.LeadConvert When we do the convert does it also convert the custom fields set using the Lead Custom Field Mapping which is set on the UI?
I would think it ...
0
votes
1answer
22 views
How can we attach all the activities on a lead to an account when the lead is converted?
I am trying to convert a lead using
Database.LeadConvert lc = new database.LeadConvert();
lc.setLeadId(myLead.id);
LeadStatus convertStatus = [SELECT Id, MasterLabel FROM LeadStatus WHERE ...
4
votes
3answers
124 views
How can I determine whether a lead conversion was a merge to an existing contact or a new contact?
Looking around the net it appears that the best place to hook into the Lead Conversion process is in a Trigger's After Update event.
I have a situation where I have a related object on a lead and ...
2
votes
1answer
146 views
Lead Status conversion
We are currently implementing a new marketing automation tool and one of the requirements is to copy the Lead "Lead Status" field to a custom Contact "Lead Status" field upon lead conversion. ...
4
votes
1answer
706 views
Lead Conversion Trigger Order of Execution
I've got a project where I'm looking to tweak the standard lead conversion process.
Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by ...
0
votes
2answers
223 views
Lead Convert & Attach to Existing Contact Overwrite E-mail
Found out that when a user converts a lead with an Email address of MyNew@Email.com and attaches it to a contact with an email address of MyOld@Email.com -- The email field isn't updated on the ...
3
votes
1answer
90 views
import converted lead with depending objects (meetings, calls, emails, notes)
I am trying to import a converted lead using REST/SOAP API-s. While I am able to create already converted lead, I am not able to attach all its depending object like notes, meetings etc because lead ...
2
votes
1answer
329 views
how to create a opportunity converted from lead in test class
I am writing a test class and i need to create a test data on on opportunity converted from lead.
I can create a lead in test class
Lead testLead = new Lead();
testLead.FirstName = 'Test First';
...
3
votes
1answer
524 views
Mass Lead Conversion - Programmatically or Using Data Loader
Is there a way to mass convert leads into accounts and contacts using data loader? I believe that Partner API exposes a method that we can call to mass convert leads. Is there a way in Apex (using a ...
