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
12 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.
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0answers
8 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
21 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
24 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
27 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
37 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
31 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
34 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
15 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
17 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
15 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
26 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
63 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
35 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
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2answers
37 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
21 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
48 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
59 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
86 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
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1answer
28 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
19 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
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0answers
46 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
127 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
72 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
61 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
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0answers
68 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
59 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
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2answers
89 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
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1answer
69 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
115 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
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0answers
140 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
2k 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
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2answers
121 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
36 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
30 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
206 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
96 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
497 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
230 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
99 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
153 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
331 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
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1answer
182 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
125 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
47 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
230 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
135 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
847 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
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0answers
253 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
220 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, ...