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

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2answers
22 views

Convert a contact to lead

Our SFDC has been used a bit back to front so we have a lot of contacts when they're actually leads. I want to go through each one and convert some back to leads (and delete their contact details). ...
3
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1answer
26 views

Adding custom fields to standard Lead object via API

I'm currently using the Salesforce REST API to send data from our client app to our users' Salesforce accounts. While some of our data fits into the stock fields of a Lead object, we will also ...
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1answer
20 views

REST api Post lead got invalid field when post to group edition

I am calling REST api to post lead. It works fine for Developer edition. My app has passed the security review and whitelisted by Salesforce. But when I tried to post to Group edition. I got his ...
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0answers
18 views

Email Notification

My user wants to get an email notification every time a lead or contact in his name viewed any marketing material our organization sent them. Currently I believe that information is updated in the ...
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0answers
22 views

Leads with specific record type are not created

I created app with SalesForce toolkit for .net to save leads. And it works fine only with one leadrecordtypeid or if I don't specify leadrecordtypeid. Because toolkit doesn't give much of explanation ...
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3answers
23 views

Insert Leads with active Assignment Rule through Dataloader

I want to insert 5000 leads using Data Loader, but I'm don't know how to active "Assign using active assignment rule" on insert. Is there a way to this on insert? Thanks,
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0answers
10 views

Add a new link to Leads Home Page Tools Section

I need to add a new link (which goes to a separate VF page) to the Tools section of the Leads Home page via a Managed Package. (i.e When users install the package in their organization, it should add ...
1
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1answer
44 views

How To Recover Data That Has Been Overwritten

Sorry in advance for the low grade of technicality that I can provide with this question, but I do not know SalesForce at all and the person leading me through this question has not a technical ...
3
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1answer
89 views

Can i get the Lead ID once it has already been converted?

My BI colleague asked me to put if I can 2 new fields on account, both related with the lead that this account was before conversion. One is the Creation Date and the other is the ID of the lead. I ...
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1answer
30 views

Test method refuses to execute parts of trigger

I have this beforeUpdate trigger on Lead, which is calls a static method to populate 3 different fields based on data passed to a Picklist field. Field definitions: Campus__c: Picklist ...
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1answer
14 views

Adding Apex pages to lead layout page

I'm trying to add a Google Map to my lead page layout. I've made the page in Apex, how do I insert into my lead page layout? Alongside my custom fields, etc? Thanks!
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1answer
26 views

Set Organizational ID and record type for created entity

I am using toolkit for .net to create leads, but I was asked to set two more things - Organizational Id and Lead Record Type when creating leads. Those two things don't have their own field, so how ...
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1answer
10 views

Leads view report

I Am struck with this report. Your help would be useful Im in need of a report that i can run within the Leads record tab to see who from U.S who visited our website to download a product PDF, ...
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0answers
20 views

Lead assignment Rule and Campaign Member Status

Can someone help me understand Lead Assignment Rule and Campaign Member Status? So, when I create a new rule. I selected the criteria if Lead: Campaign Member Status = "Responded" then assign it to ...
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1answer
22 views

Campaign Type Not showing up in Picklist Field

I've created a new campaign type, but it is not showing on the campaign picklist selection. What am I doing wrong?
2
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2answers
30 views

Validation rule on lead to prevent conversion

Was hoping someone could help with the following: I would like to prevent a user from Converting a lead that does not have 1. at least 1 alpha character (upper or lower case) - (A-Z) or (a-z) 2. Or ...
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1answer
18 views

How do I call the 'Recall Approval Request' via the Salesforce SOAP API?

I've been asked by someone to recall a lead approval request via the API (soap). I've been able to submit a lead for an approval via the API by calling the process method, and it appears from the ...
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1answer
23 views

How to associate a lead with a campaign by php salesforce api

I can create lead via salesforce php api toolkit , by my client said every lead should be associated with a campaign , and he gave me a campaign id . The campaign id is similar to something like this ...
2
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1answer
43 views

Create Lead using DeveloperForce toolkit for .Net

I am wondering how to use toolkit for .net to create new leads, because most examples I can find on the net are created using wsdl. I want to know what do I need to do before defining lead, hot to ...
2
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1answer
40 views

Lead conversion mapping - changing field reference

Our previous admin incorrectly set up our Accounts and Contacts to use a custom "lead_source" rather than the standard "leadsource" used in Leads. This make it impossible (for me) to map lead source ...
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1answer
25 views

Assignment Rule and Campaign Member Equal Do Not Call

I have trouble figure out how to set up an assignment rule that route my leads with campaign member status equal "Do Not Call". I've created a "Do Not Call" status on campaign member object and ...
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0answers
29 views

How to create and display a Funnel report and chart on leads?

Our marketing department are looking for a funnel report of our leads current status. The information should look like any funnel report, but I don't see how I can collect the data. The values need ...
2
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1answer
55 views

Web-to-lead reassign lead owner trigger

I have a web-to-lead form setup, and it works fine. The default assignment is just set to my user, but I want to run a trigger to set the owner based on some criteria in custom fields I've created on ...
1
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1answer
56 views

How to make an in-line Visualforce Page to be displayed in the NEW LEAD standard page?

I created a Visualforce Page to search for Addresses based on the CEP (Zip Code in Brazil). Then I created a new section on the Lead template and added the new Visualforce page. Everything is working ...
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1answer
34 views

Eliminating duplicate IDs in the Lead object records by throwing an error

I have to write a program where if duplicate id is inserted in the lead, it should be eliminated by throwing error. I have tried my best to write this code. Since I am a fresher , I have messed up ...
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0answers
35 views

Convert Contact to lead (URL hacking) - not getting state or zip code

We're trying to convert a bunch of contacts back to leads. Everything but state and zip are pulling in. Can you please help me figure out where we went wrong? Here is the code we are using: ...
1
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1answer
62 views

Default Lead Source (or any standard hidden field) on Web-to-Lead form

I have created a web to lead form in salesforce but I cannot seem to default standard fields such as Lead Source = 'Web'. This should be hidden from the user creating the form. I am using the below ...
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1answer
31 views

is it possible during lead conversion not creating the account? [duplicate]

I am doing lead conversion process. Is it possible to convert the lead without creating the account record?
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2answers
60 views

CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead:

I am getting an error CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead: when I try to convert lead through Apex. I am adding lead to CampaignMember where I have a trigger where it check ...
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1answer
71 views

Validation Rule IF A Specific Picklist Value is Selected

I am trying to make a validation rule on Lead that will be for one profile and one role. The rule says that if the specific picklist value is selected and if one field in empty and then it should ...
2
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2answers
85 views

SOQL to get all Leads that were created on particular date or range

I am trying to a REST call from java and trying to query LEAD entity to get all Leads that were created on a particular date/date range. I am unable to get working query for the same. I am doing ...
2
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1answer
58 views

Can't create Apex Class, need to convert lead via REST

I'm trying to integrate Salesforce with another service using the REST API, but it doesn't have a way to convert leads. I found this other answer: How do you convert a Lead via the REST API? but I ...
1
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1answer
44 views

How to set Local Time when creating lead through API

I have a rails app that needs to occasionally add leads to our salesforce account. I got it to work just fine using the databasedotcom gem. Just one thing isn't working correctly, when I add a lead ...
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0answers
18 views

Why are contacts(multiple) being created when importing Leads usng Import Wizard

I am having trouble importing my Leads using a CSV file. I have created all the correct columns for the mapping to match up on the leads page layouts. For some reason some of the leads(not all) have ...
2
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1answer
43 views

Why do some leads have a 'lead source' value which is not in the picklist?

I just inherited a salesforce account from a previous owner, which is integrated with a number of custom forms and services. I'm not clear on all of the details to be honest, but I think this is a ...
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0answers
23 views

Is it possible to keep lead's data updated through LinkedIn?

We closely monitor bounce rates and other features using an email client we have connected to Salesforce. Our main concern right now is that a lot of clients change their emails, companies and other ...
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1answer
66 views

Auto Change Lead Status based on last activity

I'm relatively new to coding side of salesforce admin. We are looking to automatically change the status of a lead if the last activity date is greater than 120 days. I've tried a few things, but ...
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1answer
89 views

Can I programmatically delete existing duplicate Leads in my lead object?

I came to a recent scenario where i have 10,000 existing leads in my lead object. I want to delete the existing duplicate leads which have duplicate emails in my lead object. So that the anonymous ...
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1answer
22 views

Create a Lead vaildation rule that disallows moving backwards but with a few exceptions

Given the Lead Statuses I have, and in the order they appear, I need to be able to accomplish two things with a validation rule: 1 In general no lead status can change backwards with the exception of ...
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0answers
26 views

Salesforce; Leads View; Page selector; Replace with custom button

Hello stackexchange community. I recently came across a pretty strange thing in Salesforce, Leads View. Whenever i have a list of Leads which is more that 5 pages, the page selector in the bottom ...
3
votes
3answers
75 views

Creating new contacts/leads in My Unresolved Items

The My Unresolved Items page allows you to assign an item to an existing contact/lead, but is there a way to quickly create leads/contacts for each item? Basically the items aren't associated with any ...
2
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2answers
52 views

Using SOQL, how can I access the LastTransferDate on the Lead object?

Whenever I try using a reasonable query: SELECT Id, Name, LastTransferDate, LastActivityDate, LastModifiedDate, CreatedDate, IsUnreadByOwner, OwnerId, Owner.Name FROM Lead I get this ...
1
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1answer
133 views

Deploying Business processes with ANT

I have tried to deploy business processes with ant. I seem to have the syntax wrong. I am seeing Entity type: 'businessProcesses' is unknown <?xml version="1.0" encoding="UTF-8"?> <Package ...
0
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1answer
19 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
1
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2answers
44 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
16 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 ...
2
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1answer
34 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 ...
1
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1answer
54 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
441 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
23 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 ...