Lead is a standard salesforce object. A lead represents a prospect or potential Opportunity.

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6 views

Prevent Lead Owners to Transfer leads

How can i prevent the lead owners to change the ownership of the lead. Why they are able to transfer ownership in the same role and not anyone else like System Admin
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2answers
14 views

Creating a report on Qualified Leads with Opps vs without Opps

I can create a report that shows total converted leads per week. But I want to be able to split that to Total Converted leads/ week with a created opportunity vs. Total converted leads/week ...
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1answer
13 views

How to save a list of leads who opened a mailing to Salesforce?

I'm feeding data to Salesforce through a CSV using APEX. This works great to update the database, with new leads and updating lead information. I'm interested on also transfering lists to Salesforce ...
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1answer
12 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 ...
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1answer
20 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 ...
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2answers
74 views

Apex Trigger to Create Task from Lead

I need some assistance. Aim : create a Trigger that creates a task from a lead record when certain criteria is met. Lead criteria : Object : lead RT: Registration lead Source : Property Task ...
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0answers
14 views

Managing Partners without the use of Communities

I have recently implemented Salesforce to our company and we would need to manage some of our partners. Ie. Allow Partners to update leads that are assigned to them through Salesforce. The Partner ...
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0answers
24 views

How to provide read Only access for a VF page

On the Standard Lead Page we have a VF Page which shows the Lead Owner. The requirement states that a User who can be define as Alpha user (Custom Object) only when configured as the related list on ...
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15 views

Apex Test Class for a Lead Trigger [duplicate]

Hi I am new to the salesforce development. I have made a trigger by looking at some videos but not sure about how to make a test class for it.I am pasting it over here. how shall i start. I havenot ...
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1answer
12 views

I want custom field in lead in salesforce to be synced only once with the one in MARKETO

I have a custom field in LEAD obejct which is also there in MARKETO and grabs data from MARKETO evrytime there is a value added to that field in MARKETO/ Everytime the value is changed the respective ...
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0answers
6 views

Import field dependencies from lead to opportunity

I just spent few hours setting leads field dependancies for turkish provinces and cities. I would like to save time when I'll do it in opportunities and eventually later on accounts and contacts. Is ...
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2answers
32 views

How to assign or create a Lead in Campaign using SOAP API in C#

I came across a situation where I am searching for Phone Number. If this Phone Number is found in Campaign, then I want to create a Lead and assign this Lead to the Campaign that contains the Phone ...
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1answer
39 views

Check Convert Lead permission

How to check whether logged user having 'convert lead' permission on lead object or not?
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1answer
37 views

Create a workflow rule when Lead status is changed from X to Y

I want to create a workflow rule which should be triggered when I change the Lead Status value from 'Open: Not Contacted' to 'Open: Working' Any help with this please?
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1answer
62 views

Formula to populate date field

I have a field called Contract on the lead object. I also have a formula field called 'Contract Number' on the Lead object which should get populated with the Date that the 'Contract' field was ...
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1answer
42 views

Lead Trigger not updating field

I wrote a trigger on Lead: trigger LeadTrigger on Lead(before insert) { User u = [select id,Team__c from User where id=:UserInfo.getUserId()]; for(Lead ll: Trigger.new){ ...
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2answers
46 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 ...
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1answer
25 views

Zip/Postal Code Validation on Lead Object

I would like to create validation on the lead object that ensures a user must enter the Zip/PostalCode in the correct sequence of characters. The Zip/PostalCode must always end with a space and three ...
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0answers
11 views

Live Agent Round Robin

Is there a way to Round Robin who gets the chats? From what I've found so far it is dependent on who logs in first. But we want to be able to do a true round robin of reps.
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1answer
19 views

How can we convert a captured IP address to a country location when importing lead info from an external form, like on Unbounce?

We are capturing leads from our Unbounce landing pages, that have a Salesforce integration. Unfortunately they only provide the IP and we want to record the lead's country. How can we convert IP to ...
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1answer
42 views

I want to send an auto-response emails from the lead owner's email when a new lead is created. How can I do this?

We are using Web2Lead forms to capture leads e-mails and info into SF. Upon creating a new lead, the lead is assigned to one of our users using assignment rules. At this point we want to to be able ...
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0answers
43 views

How can I create a trigger for when a lead has activity?

When a lead has activity and the lead status is new, that it prompts the user to change to lead status to open.
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1answer
29 views

Lead trigger test fails - newbie alert!

Trying to write a trigger to set a lookup field (Account) on the Lead object, which is based on Account ID as a string that is passed through from an external form)... I have a working trigger (100% ...
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1answer
37 views

Responded Leads Formula

I am trying to make a formula field under campaign that will give the exact value of responded leads who are under one campaign. I've coded this so far but it doesn't work. What it basically should ...
2
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1answer
59 views

Lead Trigger on Import

Hi I have a trigger that runs to dedupe leads that have matching phone numbers(we have 2 phone fields) it works when you go and manually create a lead in Salesforce but when using dataloader.io it ...
2
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1answer
52 views

How to add a lead to a specific campaign via API

I'm using node-salesforce to create leads when they submit a form. I need that lead to also be part of a campaign, here is my code: conn.sobject("Lead").create({ email : req.body.signUpEmail, ...
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2answers
39 views

how to remove duplicate leads already present in salesforce

Is there a way I can get rid of the duplicate leads already present in the system based on email, then phone , name etc and retain the activity history on the leads which would be found as duplicates. ...
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1answer
26 views

How can I use campaign field with lead report?

Is there a way to include the campaign value that a lead is associated with in a report. Would I have to add a custom field to do the campaign lookup on the lead?
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0answers
20 views

Why don't inArguments with or without data-binding send to my execute endpoint

I'm trying to pass contact data to my execute end point for my custom activity, but for some reason, the body remains blank. here is my arguments section in config.json "arguments": { "execute": ...
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1answer
78 views

Defaulting Lead.company

Can we set a default value of the company field of Lead to logged in User's company field so that at the time of conversion, Account name becomes User's company name. I tried Workflow with Field ...
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2answers
206 views

deduping existng leads and contacts

We have a client of ours who has a lot of duplicate leads and contacts in their system. Now they finally decided to clean it up. What are the options available to effectively dedupe existing records ...
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0answers
20 views

How to make the WhoId on an Event take me to the member and not the lead/contact object

I have an application that dynamically handles CRUD operations for Salesforce data. For foreign key values on an object, I read the first three letters of the ID to determine the object type being ...
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2answers
74 views

Report on Campaign to show Leads Converted and Opportunities Closed Last Quarter

I need a report which shows Leads associated with in the last Quarter as well as the revenue the Campaign has generated in the last Quarter. I have been able to build to separate reports - one report ...
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0answers
70 views

Can I get a Lead View to show converted Leads?

I am using apex code to give me all of the leads in a lead view like this: Database.QueryLocator ql = Database.getQueryLocator('select Id from Lead limit 1'); ApexPages.StandardSetController ...
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1answer
65 views

Re-using the 'add campaign members' contact search for a custom object

When managing a campaign, there's the 'add campaign members' functionality where one can query for contacts / leads and add them to the campaign. I have a custom object where I also need to add ...
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27 views

List datatype in Object view

I want to do this: I have some leads. I have some email campaigns. I want to have some kind of generic section below a lead where I show information about email campaigns ONLY IN WHICH THEY WERE ...
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2answers
105 views

Apex Trigger for Lead Assignment

I'm trying to create a trigger that will automatically re-route a lead through the default routing rules when a custom field checkbox is checked. I have the following code based on a suggestion by ...
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2answers
170 views

Having trouble writing my first trigger that populates a lead field based off of Activity/task criteria

We have a Lead field that is populated with the date and time of the first activity on a record called First_Response_Date_Time__c. What we now need is more information on that first activity. We ...
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3answers
38 views

Out of the box functionality for Leads and Campaigns

Good day all, I am new to SFDC and wanted to know where I could find information that shows me what is available to my company native and "out of the box" for Leads and Campaigns. COuld someone ...
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0answers
15 views

Is it possible to retro-fit a converted lead to a campaign?

Looking to see if it is possible to re-create the data relationship of attaching a "campaign member" on a converted lead... Is it possible to get a permission temporarily granted to allow inserting ...
1
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1answer
20 views

Permission for Ownership Changes

Is it possible to raise the permissions on the change Owner function so that sales reps can not change the owner of an account that is in their name?
2
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1answer
223 views

International Phone Number Cleansing/ Handling/ Formatting [closed]

I am in the United States, but this is a truly global concern - formatting phone numbers. Situation: We accept "Leads" from all over the world. We have been concentrating on North America in recent ...
3
votes
1answer
274 views

How to stop the “Lead: [full name] has been assigned to you” emails

I'm assigning lead ownership via apex triggers (before insert, before update) and would like to not have it send out the "Lead: [full name] has been assigned to you" email to the new owner. How do I ...
2
votes
2answers
73 views

Query LeadSource from Task

I am trying to write a SOQL query that queries from Task the field LeadSource. In a report the name of the field that displays LeadSource is Contact/Lead. I have been trying different variations like ...
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2answers
42 views

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment?

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment ? Individual user should get notified with all open Leads. Email attachment should only consist Leads ...
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0answers
17 views

How to prevent emails to AppExchange package install leads on second time install?

I'm trying to configure an LMA org where all Licenses for Managed Packages (from AppExchange installs) are gathered in. The system is working good except one thing. When someone goes into ...
2
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3answers
232 views

Send email when changing Lead owner via Apex

What is the best way to trigger an email when I am changing the Owner of a Lead using Apex/Sforce API? I would like the email to go out to the new owner to let them know about this. The best that I ...
2
votes
1answer
73 views

Autopopulate Custom field when Lead is converting

When I am converting Lead I wants to auto populate field before lead is converting screen. In Lead I am have custom field named "Campaign name" and In task section I have created custom field named ...
0
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1answer
55 views

Disallow users from adding Leads to inactive Campaigns

I'm trying to find a way to disallow users from adding Leads to campaigns that are inactive. My current workaround is through an Apex trigger that removes a lead from any inactive campaign when the ...
0
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1answer
37 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 ...