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

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14 views

1 lead record or 2 when having 2 different campaigns running [on hold]

We have a very transactional business model for part of our company. With that said, the call center sales reps will get leads one week, reach out to them, try to sell our products/services and then ...
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15 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 ...
0
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1answer
20 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
23 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 ...
0
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1answer
21 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?.
1
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1answer
18 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. ...
0
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1answer
45 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 ...
1
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2answers
58 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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16 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
28 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) { ...
0
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1answer
26 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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17 views

Is there any possible way to find the SLA for leads in salesforce?

I need to alert the user when the time between lead createddate and individualuser assignment to the Lead is more than an hour. Alerts can be task. How can i achieve. I know that SLA works only for ...
0
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1answer
39 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 ...
0
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1answer
21 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 ...
3
votes
3answers
102 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" /> ...
2
votes
1answer
24 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 ...
1
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0answers
11 views

Territory Records [closed]

The admin reported that the Territory Record Name "A" was renamed to a different Territory name (eg. "B"), thus creating duplicate records for B (eg. B in US & B UK), subsequently causing issues ...
1
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1answer
28 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 ...
1
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2answers
35 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 ...
0
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1answer
18 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 ...
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1answer
46 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
34 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
votes
1answer
82 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 ...
0
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26 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
32 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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32 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
votes
1answer
61 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
56 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 ...
1
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1answer
31 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 ...
0
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1answer
22 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 ...
1
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2answers
30 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 ...
1
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2answers
55 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
17 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
42 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
28 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 { ...
0
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1answer
41 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 ...
1
vote
2answers
90 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 ...
0
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1answer
37 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 ...
0
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1answer
16 views

Shall we map opportunity field with out lead field while lead conversion

I stuck in a place called field mapping in lead conversion.In my organisation while lead conversion picklist(standard) called "Type" in opportunity object.But in my lead object i don't have that ...
0
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3answers
30 views

Unable to mass edit leads

I am new to sfdc.I had created a sales process in my organisation.For creating leads we have two options available.In my organisation research team is there to assign leads to users.Before creating ...
0
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1answer
30 views

how to fill a value user selected in the picklist

I am new to sfdc .I got a requirement like when user selects any option in the picklist,that value has automatically filled in the other standard text field.I tried validation rule and workflows and ...
0
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18 views

Campaign Lead Activity

We'd like to report on all activity related to a Campaign. For this, we are having Sales Reps. create Activities on the Lead/Contact associated with the Campaign, as a Campaign Member. While the ...
0
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0answers
42 views

send email to custom object record

I've a custom object golden_member__c, with checkbox field contacted__c Golden member object related to a lead. I've a trigger to create Golden member record if the lead_type__c = 'golden member'. I ...
0
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1answer
48 views

Set same value from textarea to list of leads

I've a grid view for adding multiple leads with controller and helper class, it works Ok, but I need to add the same value for the whole list, that value will be added by the user into the rich ...
2
votes
1answer
39 views

How to Report Closed Won Opportunities by Lead Source

This may be a rookie question but I can't figure out how to report number of closed won opportunities by lead source. I can see the Leads By Source prebuilt report but it doesn't link to ...
0
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2answers
59 views

Before Insert and Before Update Trigger returning null for Lead Address field

Im trying to do some code that checks whether a user has entered a City and a State/Province on the standard Address field on Leads. But somehow even when I enter a City and a State and I check the ...
3
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3answers
55 views

How to insert a Lead via Web-hook

I want to know the process of how we can insert Lead/Account/Opportunity via webhook i.e giving the URL to thirdparty application and third party will take care of rest to insert the data. Thanks in ...
9
votes
1answer
76 views

Is web to lead form data submits in encrypted form?

I want to know that when web to lead form is submitted into salesforce, if the data in that form is encrypted or not. I want to know that how much security is applied on web to lead? I want to ...
0
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1answer
24 views

Attach case to lead by using supplied email trigger not working

trigger Attachtolead on Case (before insert) { list<lead> l =new list<lead>(); list<case> clist =new list<case>(); set<string> emailtext=new ...
0
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1answer
13 views

Difference fields are displyed before and after creation

In lead object , when I click new to create a new record it calls a vf page (handled by custom button by calling a vf page in 'New ' button). At the time of creation , in one section it is showing 10 ...