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

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20 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
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0answers
10 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
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2answers
113 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 ...
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1answer
52 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. ...
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1answer
25 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
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2answers
16 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
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0answers
33 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
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1answer
58 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 ...
3
votes
1answer
59 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
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2answers
165 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
259 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
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1answer
87 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 ...
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1answer
37 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
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1answer
46 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
213 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
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1answer
42 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
81 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
143 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
114 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
68 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
296 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
128 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
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0answers
16 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
153 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
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1answer
35 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
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2answers
60 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?
6
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1answer
219 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
267 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 ...
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2answers
923 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 ...
2
votes
1answer
169 views

Batch converting leads from an excel sheet

I am new to Force.com and Salesforce in general and am looking for assistance with a client requirement. On a regular basis, they receive an excel sheet from a partner listing new customers that have ...
2
votes
2answers
430 views

Trigger to automatically convert lead to person account and match on PersonEmail

We have an Apex trigger that automatically converts a lead to a PersonAccount. We want to make sure that if there is already a PersonAccount with an email that matches that of the lead that we merge ...
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1answer
202 views

Determine activity type (completed) on Lead object

I have a custom field on task and event called Type with values as Call, Voicemail, Email.. I have a custom field on lead object, called last activity type. Now I want to populate this field on the ...
2
votes
2answers
456 views

Copy custom fields from leads to contacts

I have a large amount of custom fields under leads, and now we want to make some of those people into contacts. Is there a way to copy the custom fields to contacts, so I don't have to recreate them ...
5
votes
2answers
141 views

AppExchange Leads from Salesforce

Any ideas why SFDC generates Leads for Dev Org installs of an AppExchange package, but not for a Sandbox install? Related question: Any idea if the Subscriber org type (EE, etc) can be accessed via ...
1
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1answer
135 views

How to get Lead Owner profile from Trigger

I am looking for a solution to get the Lead Owner profile name from Trigger.new , instead of doing a seperate query on "User" record to get the profile.
2
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1answer
124 views

Apex trigger causing lead auto-response rule to fail

I have an issue with an auto-response rule that isn't working in our live environment (but does work in our sandboxes). The lead auto-response rule doesn't fire even though the simple criteria is ...
2
votes
2answers
367 views

Salesforce Lead not created and Lead Id not returned when using Rest API?

Hi guys i have been using salesforce Rest Api for logging and now i wanted to create lead using access token that is returned to me by the Login call. But when i try to create the lead using the ...
3
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0answers
227 views

Upsert using REST API creates duplicate records?

I am integrating with the Salesforce REST API and am upserting Lead records against an External ID using a Patch method. For some crazy reason I am seeing duplicate records on the Salesforce side, ...
2
votes
1answer
263 views

Display custom button on Task in Salesforce Mobile

In a customer org we have a custom button called "Log a Visit" on tasks, which creates a new task of a custom record type and importantly pre-populates the new task from the lead(see screenshots ...
2
votes
2answers
293 views

Lead status and custom field history

does SFDC storage old status values of a Lead and of a custom field? If so, how can I find them? I need to query them.
3
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1answer
157 views

Does a timebased workflow remain in queue after the criteria has become false?

I do have a time based workflow set on leads and when we try to convert them it throws an error RECORD_IN_USE_BY_WORKFLOW, Unable to convert lead that is in use by workflow: To overcome this i ...
8
votes
2answers
1k views

Lead assignment rule in a trigger

The objective is to have assignment rules fired on a Lead record creation. It seems the rule can be assigned only when using "update" DML in an "after insert" trigger. Why does another DML must be ...
2
votes
0answers
56 views

Lead created by a webtolead does not honour default value of checkbox

I have an checkbox defined on leads object which is set to true by default. When i insert a record through UI or dataloader, the field is set as true. But interestingly, when the lead is generated by ...
1
vote
2answers
301 views

Why does an opportunity is not shown for the converted lead?

I have an interesting issue where an opportunity that was closed of a converted lead, does not show on the relevant report. A lead was created The lead was converted to an Account + Contact The ...
0
votes
1answer
31 views

how to restrict old data into my new custom app?

I just wanted to know in case if i am creating a new app then all the data from other standard apps(Leads,Opportunities) are being seen in my Custom app , How do i restrict that old data into my new ...
6
votes
1answer
262 views

RECORD_IN_USE_BY_WORKFLOW, Unable to convert lead that is in use by workflow: []

In my Apex class i am converting leads. When i test my code through UI it is working fine but when i run my test class it get failed and shows this error: 22:21:47.413 ...
2
votes
0answers
288 views

Test class showing error : Converted Account empty for a Converted Lead.: [ConvertedAccountId]

I need to write as test class to cover public without sharing class CMassConvert { public boolean hasErrors; public String errorMsg {get; set;} //constructora public CMassConvert() { } public ...
5
votes
1answer
111 views

How to get web-2-lead description text to activity?

Salesforce is very good and consistent in logging all kind of communication with users from lead to paying customer. It is great to see all activities, be they mails, call logs or meeting notes. ...
3
votes
1answer
211 views

How to convert leads without setting opportunity to closed won?

Whenever I convert Leads, and create an Opportunity on the go, all these Opportunities get the status Closed Won. I could not find where to change that, as it's obviously nonsense. How to change ...
5
votes
1answer
267 views

Leads 'Unread By Owner' - Workflow on this field

I need to send an email if a particular lead is not opened after 2 days of assignment. There is a field called IsUnreadByOwner, but we cant access this field through workflows or formulaes. Is there ...