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

learn more… | top users | synonyms

-1
votes
0answers
13 views

Market has a fixed number of accounts/leads [on hold]

I work in a business which operates in a market with a fixed number of leads (school districts in the US). I want to migrate the business's sales and marketing processes to Salesforce. I wonder how I ...
1
vote
1answer
20 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 ...
0
votes
1answer
20 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 ...
0
votes
0answers
25 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
vote
1answer
25 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 ...
1
vote
1answer
24 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?
0
votes
2answers
35 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 ...
0
votes
1answer
24 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
votes
2answers
51 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
votes
1answer
42 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
vote
1answer
39 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 ...
0
votes
0answers
14 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
votes
1answer
28 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 ...
0
votes
0answers
15 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 ...
0
votes
1answer
37 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 ...
1
vote
1answer
65 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 ...
1
vote
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 ...
0
votes
0answers
22 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 ...
0
votes
2answers
44 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
votes
2answers
41 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
vote
1answer
54 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
votes
1answer
13 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
vote
2answers
30 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 ...
0
votes
1answer
14 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
votes
1answer
21 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
vote
1answer
33 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 ...
1
vote
2answers
184 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 ...
0
votes
0answers
21 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 ...
0
votes
0answers
27 views

How to provide read Only access for a VF page

On the Standard Lead Page we have a VF Page which shows the Lead Owner. The requirement states that a User who can be define as Alpha user (Custom Object) only when configured as the related list on ...
0
votes
0answers
15 views

Apex Test Class for a Lead Trigger [duplicate]

Hi I am new to the salesforce development. I have made a trigger by looking at some videos but not sure about how to make a test class for it.I am pasting it over here. how shall i start. I havenot ...
0
votes
1answer
53 views

I want custom field in lead in salesforce to be synced only once with the one in MARKETO

I have a custom field in LEAD obejct which is also there in MARKETO and grabs data from MARKETO evrytime there is a value added to that field in MARKETO/ Everytime the value is changed the respective ...
0
votes
0answers
12 views

Import field dependencies from lead to opportunity

I just spent few hours setting leads field dependancies for turkish provinces and cities. I would like to save time when I'll do it in opportunities and eventually later on accounts and contacts. Is ...
1
vote
2answers
99 views

How to assign or create a Lead in Campaign using SOAP API in C#

I came across a situation where I am searching for Phone Number. If this Phone Number is found in Campaign, then I want to create a Lead and assign this Lead to the Campaign that contains the Phone ...
1
vote
1answer
70 views

Check Convert Lead permission

How to check whether logged user having 'convert lead' permission on lead object or not?
2
votes
1answer
158 views

Create a workflow rule when Lead status is changed from X to Y

I want to create a workflow rule which should be triggered when I change the Lead Status value from 'Open: Not Contacted' to 'Open: Working' Any help with this please?
1
vote
1answer
192 views

Formula to populate date field

I have a field called Contract on the lead object. I also have a formula field called 'Contract Number' on the Lead object which should get populated with the Date that the 'Contract' field was ...
0
votes
1answer
50 views

Lead Trigger not updating field

I wrote a trigger on Lead: trigger LeadTrigger on Lead(before insert) { User u = [select id,Team__c from User where id=:UserInfo.getUserId()]; for(Lead ll: Trigger.new){ ...
1
vote
2answers
77 views

Convert Lead trigger only works sometimes

I have two triggers on the Lead object. One (before insert) checks to see if the Lead matches any existing Contacts (through a custom email object) and the other (after insert, after update) converts ...
1
vote
1answer
34 views

Zip/Postal Code Validation on Lead Object

I would like to create validation on the lead object that ensures a user must enter the Zip/PostalCode in the correct sequence of characters. The Zip/PostalCode must always end with a space and three ...
0
votes
0answers
17 views

Live Agent Round Robin

Is there a way to Round Robin who gets the chats? From what I've found so far it is dependent on who logs in first. But we want to be able to do a true round robin of reps.
1
vote
1answer
33 views

How can we convert a captured IP address to a country location when importing lead info from an external form, like on Unbounce?

We are capturing leads from our Unbounce landing pages, that have a Salesforce integration. Unfortunately they only provide the IP and we want to record the lead's country. How can we convert IP to ...
0
votes
1answer
118 views

I want to send an auto-response emails from the lead owner's email when a new lead is created. How can I do this?

We are using Web2Lead forms to capture leads e-mails and info into SF. Upon creating a new lead, the lead is assigned to one of our users using assignment rules. At this point we want to to be able ...
2
votes
0answers
68 views

How can I create a trigger for when a lead has activity?

When a lead has activity and the lead status is new, that it prompts the user to change to lead status to open.
1
vote
1answer
38 views

Lead trigger test fails - newbie alert!

Trying to write a trigger to set a lookup field (Account) on the Lead object, which is based on Account ID as a string that is passed through from an external form)... I have a working trigger (100% ...
0
votes
1answer
43 views

Responded Leads Formula

I am trying to make a formula field under campaign that will give the exact value of responded leads who are under one campaign. I've coded this so far but it doesn't work. What it basically should ...
2
votes
1answer
68 views

Lead Trigger on Import

Hi I have a trigger that runs to dedupe leads that have matching phone numbers(we have 2 phone fields) it works when you go and manually create a lead in Salesforce but when using dataloader.io it ...
2
votes
1answer
76 views

How to add a lead to a specific campaign via API

I'm using node-salesforce to create leads when they submit a form. I need that lead to also be part of a campaign, here is my code: conn.sobject("Lead").create({ email : req.body.signUpEmail, ...
1
vote
3answers
76 views

how to remove duplicate leads already present in salesforce

Is there a way I can get rid of the duplicate leads already present in the system based on email, then phone , name etc and retain the activity history on the leads which would be found as duplicates. ...
0
votes
1answer
49 views

How can I use campaign field with lead report?

Is there a way to include the campaign value that a lead is associated with in a report. Would I have to add a custom field to do the campaign lookup on the lead?
1
vote
0answers
28 views

Why don't inArguments with or without data-binding send to my execute endpoint

I'm trying to pass contact data to my execute end point for my custom activity, but for some reason, the body remains blank. here is my arguments section in config.json "arguments": { "execute": ...