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

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13 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
17 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
18 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
15 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
21 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 ...
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7 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.
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2answers
36 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 ...
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1answer
20 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 { ...
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15 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
53 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
35 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 ...
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1answer
13 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 ...
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23 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 ...
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1answer
20 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 ...
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15 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 ...
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0answers
17 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 ...
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1answer
30 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
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1answer
22 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 ...
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2answers
22 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 ...
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3answers
41 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
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1answer
63 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 ...
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1answer
20 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 ...
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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 ...
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29 views

Why can I not add a “Description” when creating a new Lead from Code?

I made a small Java Project to connect to Salesforce and get Leads and Create some new. Got into a problem of creating a new Lead with the "description" property even if i saw the property exists in ...
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1answer
35 views

Percentage based on Lead entries

I have a question in regards in what would be the best structure to build a solution based on Lead fields that are compared to a number of custom fields in a custom object in SFDC. The scenario is ...
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18 views

When import leads from excel to salesforce all leads last modified date changed

I'm using data loader to import leads from Excel to Salesforce, when the import finished, I sort leads dependent on last modified date = Today. I got all leads, I checked their last modified date and ...
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1answer
19 views

Assigning leads to Existing Account/contact owners

I need to somehow change owners of legacy and new leads to the owner of the account, if that related account already exists in the system. Is there a way to do this using workflows or process builder? ...
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2answers
36 views

Lead creation based on a trigger

my requirement is based on some conditions leads coming from website should be created as a secondary lead after 24 hours of the created date. my code is trigger CreateLead on Lead (before insert, ...
3
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1answer
91 views

When one merges accounts, contacts or leads what happens to lookup relationships?

I imagine if the lookup relationship points to the merge winner, then nothing changes, but what happens if the lookup points to the merge loser? Does the lookup afterwards get automatically updated to ...
2
votes
2answers
66 views

Add Lead to Campaign in SForce through CampaignMember object gives error “entity type cannot be inserted: Campaign Member”

For the past year+ I have been adding a Lead to a Campaign through the API using code like this: SForceService binding = GetBinding(); var cmp = new CampaignMember { CampaignId = campaignId, LeadId = ...
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2answers
46 views

Confusion with CampaignMember Object

I'm confused with LeadId and ContactId fields, these are contacts or leads associated with a campaign, to my understanding, it's who was a prospect (lead or contact) at the moment of associating with ...
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2answers
45 views

How to view converted Lead info?

This should be easy but I can not find out how to view converted Lead info. I read that the Lead becomes view-only, but that it is not viewable in a Leads view. I also read that there is a report ...
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25 views

leads and custom object

I have a custom object spaces. in the lead I get to choose many spaces(via lookup who has interest in spaces) but in the spaces object there are also different leads which are interested in one space. ...
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19 views

ownerAssignment - Troubleshooting Lead Assignment

Our company is testing out a chat software from Olark. The objective is to create leads from interested prospects. The initial frustration is that while the chat software can create a lead, it doesn't ...
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1answer
30 views

How to create Lead Owner change Workflow formula?

I'd like to create a formula that when a Lead's Ownership is either a specific person(s) or a Queue, and it changes, the workflow rule fires. I have tried the below formula with no success. It says I ...
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1answer
14 views

How do I attribute a Campaign to a Lead using visual workflow?

I have a publicly accessible flow and it has been working great. As an adjustment, we would like to hard code a campaign for each lead created by this flow. However, updating the campaign field from a ...
0
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1answer
19 views

Getting rid of “0 - New Lead”?

I made some custom lead categories, and renamed "0 - New Lead" to "New Lead". However, whenever I run reports for the lead categories, there is both "0 - New Lead" and "New Lead". Is "0 - New Lead" ...
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17 views

Send email to lead from Case

There is a 'Send a Email' button on 'EmailMessage' related list on Case Page layout. Usually when you click on that button and if there is a contact associated to that Case it will automatically ...
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1answer
111 views

Illegal assignment from String to System.Address

I'm trying to set the country field on the Address object on a Lead. However when I try to do: mylead.address = my_country_string It returns the error in the title of this question. Illegal ...
1
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1answer
47 views

workflow rule that changes a picklist value

I am trying to develop a workflow rule that will change a certain picklist value of the Pipeline field based on a certain criteria. I've created the workflow rule Test Workflow Rule and set the ...
1
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1answer
46 views

Is it possible to only increment a Lead field only in specific instances? [duplicate]

Currently we have 2 custom fields on Lead. Lead Number, which is just an auto incrementing number. And then a Round Robin ID which is an equation. MOD(VALUE({!Lead_Number__c}) ,3) +1 We use this ...
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20 views

Invalid column message when I try to add new Lead

I can not enter values in custom fields for a new Lead by REST api. jf.sobject("Lead").create({Data_de_instala_o__c: form.interesse}, function(err, ret) { if (err) { getError(res, err, ...
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2answers
60 views

Creating Assignment rules via APEX Code

Is there any way possible that I can create a new assignment rule on lead via Apex code. If possible can someone help me with the code snippet for the same. Also is it possible to transfer assigment ...
0
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1answer
14 views

New Leads Assigned to Sales Users in Order basis

I would like to arrange new leads assigned to Sales Users in order basis. Is there a way by using the Lead Assignment Rule like new Lead ---> sales 1 another new lead ---> sales2 another new lead ...
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2answers
26 views

How to catch an event, where multiple leads ownerships are changed at once?

I have a trigger, that executes right after ownership of the lead is changed. Everything works as expected, till someone uses the feature in the menu, where you can easily change multiple leads ...
0
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1answer
18 views

Customize the page block buttons in visualforce page

I am developing an edit page for my company and i have a problem with the page buttons. Is it possible to put them in a random position not just the one offered with the location="top/bottom/both". ...
2
votes
1answer
56 views

Data import wizzard error

Hi one of my sales agents have a problem when importing leads into salesforce. All other clients don't have that problem it's just her. I've tried everything to fix this problem but no luck. The ...
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0answers
15 views

Merge Leads Counter for Leads Record

I have a use case that we want to make Lead Counter when a lead is merged and should have a counter like for e.g 1,2,3 times it has been merged with an existing lead. So please suggest some ideas how ...
3
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1answer
43 views

New leads bypass assignment rules because of SOAP API

I get my leads in through a PHP form using the SOAP API. It looks like it automatically assigns each lead to the account owner used to authenticate the connection, rather than using the lead ...
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1answer
22 views

Routing leads based upon their time added?

I'm trying to create a lead assignment rule that routes a lead based upon the time it was created. It appears that the only functions available are only based upon date, not time. I looked in the ...