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

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-1
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0answers
18 views

Trigger to update a custom field on Lead based on the latest campaign member status

I need a help with a trigger that would update a field (custom) on Lead called "Recent Campaign" ( Type = Text) with the latest campaign name based on latest "Member Status Updated" of its Campaign ...
1
vote
1answer
12 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 ...
0
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0answers
13 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
16 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
votes
1answer
22 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
202 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
42 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 ...
0
votes
2answers
18 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 ...
0
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0answers
12 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
votes
3answers
100 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 ...
1
vote
1answer
25 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
votes
1answer
33 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
votes
1answer
28 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 ...
1
vote
1answer
18 views

Lead insert with owner as Spam using Web-to-Lead [closed]

I am posting lead to salesforce using Web-to-Lead. Lead created successfully but displaying lead owner as spam. Please suggest.
1
vote
1answer
97 views

System.SObjectException: Invalid relationship name for Lead

I am trying to get a value of a field from leads. Here is the code i have System.debug(' l.getSObject(name) is ' + l.getSObject('name')); Where l is the lead This gives out a error ...
1
vote
1answer
67 views

Lookup data from a custom object from a formula field

I have a question for you guys. I have a custom Market object that stores the market city and states for Radio campaigns. The problem is when a customer comes on board and purchases air time on the ...
2
votes
1answer
69 views

Sending Email Template to Lead on Creation of Event

I am having a little trouble sending an email to a lead using a template when an Event of type visit is created and again the day before the event. I can't use a workflow because ActivityDate is not ...
1
vote
1answer
47 views

Ability to Associate Newly Created Leads with an Existing Campaign

I am trying to figure out a way to associate a lead, upon creation, with an existing campaign. I know this would involve an apex trigger/class, but I'm not sure of how to do it. The way I want it ...
0
votes
1answer
20 views

Comparing a List of IDs to Lead Ids

Some background of what I did so far, I took a set of Ids out of User that are 'PowerPartners', and with those Id's I search for them in Group Members. Now I have a groupList, and with that groupList ...
0
votes
1answer
59 views

Creating Lead Shares

I have a requirement to where I need create a LeadShare with my PowerPartners. So if a Lead is created by a PowerPartner then it will placed into LeadShare. My Orignal thinking was to take the User ...
5
votes
3answers
141 views

Understanding App Exchange LeadSource in the LMA

I am having a similar problem as the one in this post where my leads are coming in with differing sources. All installation attempts used "Get it now" from the listing on App Exchange and successfully ...
0
votes
0answers
89 views

Skip Lead Assignment Rule for Named Accounts

How can I get leads from specific companies, i.e., leads meeting specific filter criteria, to skip assignment rules and go directly to a designated rep? Currently my trigger assigns named account ...
0
votes
0answers
33 views

Adding mass email recipients to a campaign

After sending a mass email through Salesforce to the 250 leads, I want to add the recipients to a campaign. Right now, I'm doing it manually by going to "Campaign Members" and then individually ...
8
votes
3answers
228 views

Lead Converted Status

I have some problem, and I hope someone will be able to advice me with that. Organisation have multiple recordTypes, BusinessProcess and Converted statuses for Lead. Did anyone know is it possible to ...
1
vote
1answer
410 views

How do I auto-populate some fields on every new lead created

For example, I would like to auto-populate: Decision Timeframe = Immediate Decision Maker = Yes (checkbox) Has Budget = Yes (checkbox) Lead Priority = High Priority Lead Queality = 5 stars. ...
1
vote
1answer
105 views

How to update lead fields based on campaign type?

Can anyone please help? My problem is that I am trying to write a trigger on the Lead object that will fire when a new lead is inserted. I want this trigger to look at the campaign that the lead has ...
1
vote
3answers
47 views

Usual Process for lost leads

What happens to 'lost' leads in most companies? I understand that a 'won' lead gets converted to an account/contact and possibly opportunity, but what constitutes a 'lost' lead is unclear. Are they ...
1
vote
0answers
75 views

Creating a new lead with Zapier, not setting Record Type correctly

I'm using Zapier to create a new lead in Salesforce with data from a Fluidsurveys form. It all works fine except the Record Type is not being set correctly and I can't figure out why. Checking the ...
0
votes
1answer
102 views

SOQL on LeadHistory object

Need a SOQL query on LeadHistory object to track the date when the Lead owner was changed .Have already enabled Lead History tracking. Scenario : Suppose there are two lead owners named Lead1 and ...
4
votes
1answer
96 views

What happens to a record that is deleted as part of an after insert trigger?

I have some unmanaged code that creates child records to be attached to a Lead record after insert. Unfortunately, my org contains some managed code that also runs on a Lead after insert, and it's ...
2
votes
2answers
646 views

Skipping Leads Entirely - Creating Accounts/Contacts (or PersonAccounts) Directly - B2C

Anyone have any guidance on implementing (in my case, updating) their Org (Enterprise in my case) to not use Leads any longer for B2C purposes? I am getting opinions from as many sources as ...
2
votes
1answer
2k views

How can I display a list of leads in a Visualforce pageBlockTable?

Following the Visualforce example here, I can display the list of account names in a pageblocktable but changing the controller to Lead does not display the list of lead names. Why not? It works ...
2
votes
1answer
449 views

How can I update a lead that is being converted?

We have a report that aggregates all of our leads based upon status. The person who actually cares about this data would like to distinguish between a converted (status: qualified) lead and a ...
1
vote
1answer
55 views

How to fully communicate with leads in salesforce - and keep it in salesforce

Our web-to-lead is working flawlessly. We have an automated template sent to a new user from the system upon assignment. However, when the assigned owner get's a reply from the lead, he gets it into ...
2
votes
1answer
86 views

Lead RecordType Set in Trigger being changed back to Default RecordType for User

I have a trigger which based on some criteria updates the leads record type. The record type is successfully updated (has the correct record type ID) and an assignment associates this lead with the ...
4
votes
3answers
757 views

How to create a Lead Stage Duration report?

Our Marketing are interested to know how long each lead was in each status, from New to Qualified. Eventually, they want to reduce the numbers to as short as possible. We have about 5 statuses they ...
0
votes
1answer
75 views

How to import Leads that only exist in Salesforce, and ignore new Leads?

I have a CSV file with a number of records that I periodically upload to Salesforce to update my Leads, Unfortunately some of those records don’t exist in Salesforce, And I don’t want Salesforce to ...
1
vote
1answer
241 views

Determine if Web-To-Lead or API Created A Lead?

We have 94% of our lead forms using a custom-programmed "Funnel" for processing our leads. However, in the Dark Ages when the company was using Web-to-Lead, some of those pages still exist ...
9
votes
1answer
401 views

Manage Queue Members as a VisualForce page - is it possible?

Due to recent security restrictions, our organization would like to remove the (very powerful) "Customize Application" permission from our operations users; however, these users actively manage our ...
2
votes
1answer
282 views

Lead Conversion to Custom Object

On a lead conversion, I would like to convert the information on the lead to an additional object. This object will be associated with both the account, as well as the opportunity. trigger createApp ...
2
votes
1answer
91 views

What is the best practice for handling different leads from same “person”?

The scenario is: A person filled out a form on my website. That went to SF as a Lead. I marked it as unqualified. That was the end of it at first. Then he filled out the form again for another ...
2
votes
1answer
528 views

Email Owner of New Lead inserted through Apex

I am using Apex code (similar to what is shown here) to create new Leads. What is the best way to automatically trigger an email to be sent to the lead Owner when it is created (similar to what would ...
4
votes
4answers
276 views

Solution to manage web to lead maximum daily limit

We plan to use the web to lead form on one of our landing pages on our sites. The issue is the maximum limit of 500 leads per day which prevents our sales reps to immediately view the leads and act on ...
1
vote
0answers
21 views

I want to automatically add all new leads or contacts to a general introduction campaign

I know how to import lists of leads or contacts in to a campaign. However I want figure out how to set it up so that if a new lead or contact is created in salesforce - either by import or ...
7
votes
2answers
482 views

How to make Company optional for a Lead?

Like many folk out there, I want to remove the requirement that a new Lead object needs to have something in the Company field. From various discussions (like this one) it looks like it is not ...
3
votes
1answer
37 views

Contact Status is missing trying to use them in a Workflow

I am using the NGO version of Salesforce to track candidate application. I would like to update the Lead status when a contact is created and also when Contact status changes. Is it possible to do ...
4
votes
2answers
108 views

Capture leads from facebook on salesforce org

Is there any app which could generate a lead with required fields in salesforce org when a person likes a page in facebook? How do I get this done?
7
votes
1answer
443 views

Multiple Contacts Per Lead - Possible?

I need to find out if there is a way to have multiple people associated to a single lead. For instance, say your company interacts and sells to other businesses. For this scenario, say the sales team ...
2
votes
1answer
377 views

Add campaign information into lead auto response email

I thought this would be an easy one but its not working as expected. I have a custom campaign type that has a "Meeting Time field" and i want to include that meeting time in an automatic email that ...
1
vote
2answers
1k views

Associate Custom Objects to Account & Contact after lead conversion

We have a custom object that initially is related to lead, and upon lead conversion needs to be associated to account and contact. the custom object has lookup fields to lead, account and contact. I ...