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

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Trigger to ReAssign Leads - Need Test Class

I created a trigger to reassign a lead if the lead owner is inactive (and the lead is updated). However I can't figure out how to write a test class, especially with the @future clause. public ...
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2answers
18 views

Linking custom object to Lead using Force.com Toolkit for .NET

I'm using ForceClient in Force.com Toolkit for .NET to save a custom object with a link to a Lead record. private class Lead { public const string SObjectTypeName = "Lead"; ...
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32 views

How to display lead descripition field in vf page using javascript

I need to display lead description field in a vf page using javascript. Coding : var a = '{Lead.Description}'; alert(a); The value is not coming . In console i am able to see one error "...
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1answer
29 views

Get value of custom field using Javascript

I am trying to make a button that shows up on the Lead List results page. In order to sync with another system properly I need to have this button basically copy the name of an Account that has a ...
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1answer
21 views

Why doesn't lead converted date match to anything?

I'm creating some reports from SalesForce in a standalone reporting tool, I'm looking at how long it takes for a lead to be converted to an account and then for an opportunity to be attached. I ...
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1answer
29 views

How to find..lead ids

I have a one question.in lead object we have captured lead from web to lead and another one is manually.how to find out these leads which one is web to lead and manually entered lead
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47 views

REST API - Check if Lead or Contact given ID

I have been looking for an answer but cant find one so thought I would ask here. I am currently using the Salesforce REST API. I am able to: 1. Get Authentication Token 2. Create Lead 3. Update Lead ...
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2answers
131 views

Working with Lead Conversion with trigger

I am trying to write a trigger on lead which gives result as Whenever i update a lead, that should be converted into account, contact and Opportunity. I wrote a trigger, but it is showing following ...
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1answer
26 views

Lead Custom Field Mapping

I created one new lead custom field of phone data type. while i am trying to map to other object fields(consider any object, whether it could be account/contact/opportunity), it is not giving option ...
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54 views

State & Country picklists - importing leads with states for countries without states enabled

Tell me that I'm wrong but it would appear the State and Country picklist feature makes it impossible to integrate / import Leads with state values from countries where you are indifferent to the data ...
2
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1answer
22 views

Assigning attachment on lead conversion to opportunity

I have a problem with apex code thats supposed to delete attachment added to account after lead conversion, and then add the copy of this attachment to opportunity. But when i convert my lead, ...
2
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0answers
25 views

Assignment Rules are not triggered when leads are created / updated using REST API

I am making REST calls to my org to create or update Cases and Leads. Using Sforce-Auto-Assign: TRUE or FALSE, I am able to control the auto assignment rule execution on Case object but this same ...
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2answers
18 views

Flag contacts which are being converted from lead

The Problem: We have some functionality that lives on both the lead object and the contact object. If someone, either a lead or a contact, requests a demo, the record gets time-stamped by our ...
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1answer
30 views

How to find the original lead after it has been converted into an opportunity?

I've asked a similar question recently and got the answer I was looking for but still have a bit of a predicament. In the call centre, agents take calls from technicians who sell new business to ...
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1answer
48 views

Process large amount of records in apex controller

I have a scenario where I have to get all the records of leads and find the record count for a particular field value and show them on a visualforce page but the problem is that I have around 5 ...
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0answers
29 views

Add DupeCheck in custom new Lead-VisualForce, without Apex

I asked this question in a previous post but never received an answer I could realize. I'm working in a PE, so I don't have Apex and can only work with standard controllers. I had to create a VfP ...
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27 views

How to automatically update a CAMPAIGN field once LEAD has been linked to CAMPAIGN

Sometime ago, I was able to solve a problem of updating a CAMPAIGN field once LEAD is created or edited with help from here [ Want to update a Campaign field if Lead is created or updated ]. But ...
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1answer
31 views

When a lead is converted into an opportunity, does the lead get removed from the system?

Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert ...
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28 views

Is it possible to see the converted leads on Lead object without coding? [closed]

After converting the lead am i able to see the lead on Lead object without any hard coding?.
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1answer
24 views

How to create Report that includes all Leads with No Open Activity?

Is there a way to create a report that will show me all Leads that have no open activity? I might be missing something simple, but this seems like an easy report to create but I can't figure it out. ...
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1answer
63 views

Want to update a Campaign field if Lead is created or updated

I created 2 custom fields on Campaign and I want those fields to be updated if the Moved to MQL or Moved to SQL fields (these are checkbox fields on Lead) are checked. The two custom fields are Number ...
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2answers
65 views

How can I get the Campaign IDs of Leads through triggers?

I have tried this. Not working. (CampaignIds is a set) for (Lead lead : Trigger.new) { CampaignIds.add(lead.CampaignId); }
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41 views

Send An Email button in Lead object

I wonder why we have Send An Email standard button in lead object and in page layouts.As because the button is not showing in actual records,can anybody give some insight on this as i have not got any ...
2
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1answer
37 views

Unable to access the Name field value of a Lead

I am trying to do something like this but it is returning blank for lead.Name. trigger Lead_SplitName on Lead (before insert, before update) { for (Lead lead : Trigger.new) { lead....
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1answer
28 views

Lead Count for every 10mins [closed]

I have a requirement . I want to know the number of leads created for every 10 mins and if the leads are not created in last 10mins I want to get an email saying No leads are created in last 10 mins ...
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2answers
80 views

How create task for lead object through process builder

I have a doubt in create task for lead object through process builder. I don't know what is wrong here. Anyone please help me. This is my entry criteria. this is my create record action. Any help ...
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1answer
24 views

Field not available in Lead field mapping when converting

I'm trying to map a picklist field on Lead to a matching picklist field on Opportunity when doing the conversion. This field doesn't seem to be available when going to 'Map Lead fields'. Could this ...
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3answers
111 views

Visualforce customization isn't displaying multiple fields

I am using the following VF page for Lead related List VF page and it is not working { <apex:page standardController="Lead"> <apex:relatedList list="Campaign History" /> <apex:...
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1answer
29 views

Lead assignment trigger not firing on Pardot Leads only

I have a trigger that assigns incoming leads to the Account owner if an account already exists. It looks for a matching email domain field. This trigger works fine if i or any other user creates ...
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1answer
33 views

Leads without activity or activity with no changes should move to Queue

Leads without any activity or an activity with no updates on Lead record should be moved to a Queue. We cannot achieve this through workflows, process builder, Assignment rules or a trigger. I would ...
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2answers
37 views

Clear out unconverted leads in qualified status

I am using Professional Edition. I want to clear out unconverted Lead records with a Status of "qualified". We have Lead records that are not converted but their status is qualified, which is ...
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1answer
23 views

Campaign Membership from Lead Formula

My end goal is to create a custom link on my lead page that will add an extra parameter to the url if the lead is a member of a particular campaign. I have tried accessing the CampaignMember....
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1answer
61 views

Hide a Lead in sfdc based on lead status

I got a requirement like want to hide leads in my org based on the lead status.i have a value in status field called customer.so,when user selects customer in status field the lead had to be hidden ...
2
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2answers
51 views

How to map a standard field like phone to custom field in opportunity to a custom field

I'm new to sfdc.In my organization i tried to map phone standard field in lead to opportunity custom field.But i didn't get mapping field in map fields.I also create a formula field and tried to do ...
2
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1answer
145 views

How to update converted leads using DataLoader?

I need to populate one new custom field on Lead object in all the lead records for reporting purposes. What I tried: The first problem I encountered was with leads already converted. The error ...
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31 views

Capturing Facebook Leads from Salesforce

How do I capture the facebook ad Leads to salesforce without using marketing cloud?
3
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1answer
48 views

Query for 'Lead' object is not returning a Converted Account ID

I am using the following JSforce command to get a specific lead: jsobject('Lead').find({ Phone:number})... The problem that I am running into is that I am getting data returned, but it seems to be ...
0
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0answers
45 views

No such column 'Description' on sobject of type Lead

I have created a connected Web App written in MVC, and we have functionality which allows users to Create a Lead within the web app. I am using the latest version of the Developerforce Nuget package ...
2
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1answer
74 views

How to get the Old value of a lead status

Do we have an option to get the old value of a lead status and update the same value? I tried out using the Lead history option .But the issue is in the lead status picklist value we have different ...
0
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1answer
91 views

How to map custom Names field on lead to create as new contacts when lead is qualified

I have created custom name, email, phone fields on lead apart from standard name email and phone fields. I want, when lead qualified and converted so it should be created as new contact under the same ...
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1answer
35 views

How to route new leads to a back up sales rep temporarily if the actual rep is on leave?

This is more of an admin question. We are using round robin process to assign web leads to our sales rep but if 'Sales Rep A' goes on vacation and I need to assign all the leads coming to 'Sales Rep ...
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1answer
33 views

email notification not sent to queues once lead is created or edited

Queues are not getting email notification if a lead is created using new button on lead page or if leads are edited.Lead assignment rule runs correctly but it is not sending mail.Lead is assigned to ...
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2answers
40 views

Trying to assign lead to existing account owner

I am stuck on this trigger.. i am trying to match Leads with existing accounts using a custom "domain" field. If an account exists with that same domain then i want to assign the incoming lead to the ...
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2answers
75 views

Lead Status Converted Value to Contact Status

We have a converted Lead Status value "Sales Accepted", which we have in a custom Contact Status field on the Contact level as well. When a Lead is converted, where do the Converted values get mapped ...
0
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1answer
23 views

Lead date-time to calendar

Can I update my calendar in Salesforce with a date and time stored in a Lead record automatically? Happy to write a class or trigger, just wondering where to start. Thanks.
5
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2answers
48 views

Cannot get Unit Test to pass in order to push trigger to production

I'm having difficulties creating a Unit Test for an Apex Trigger to pass so I can push the trigger into production. I'm hoping someone can help me or point me in the right direction to where I'm ...
0
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1answer
32 views

Convert Leads to Contacts

I have the following code: public List<Lead> leadsToConvert; public void convertLead(){ leadsToConvert = [Select id, FirstName, Lastname, Company FROM Lead]; try { Set<...
0
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1answer
81 views

How to pass in Web to Lead Form value into Lead Picklist?

I am trying to pass in a specific Picklist value that would be the default value for any Lead records created via the Web-to-Lead HTML form (integrated into Wordpress directly, no plugin used). The ...
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2answers
130 views

How does Pardot Prospect Sync work?

I read that Pardot syncs Prospects with Salesforce in this way: if it finds a Lead with the Prospect email address in SF, it will sync with that lead. If it cannot find a lead, but it can find a ...
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1answer
39 views

How to assign old leads to a new particular record type in Enterprise Edition(EE)

I am new to sfdc. i want to assign old leads means leads created before record type is created.so,I want to assign these old leads to a new particular record type.I had tried to assign using ...