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

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A simple scenario to start using salesfore

Please help me how to put together this simple application: There are 4 users. one manager who creates opportunities/leads and three marketing team who complete the tasks of each opportunity. Each ...
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12 views

Lead Scoring Vendors [closed]

Does anyone here use a 3rd party lead scoring vendor such as Infer or Fliptop? We are considering it at my business. Both companies make some great promises, but it's hard to tell what's real and ...
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6 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 ...
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3answers
45 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 ...
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1answer
12 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 ...
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1answer
26 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 ...
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1answer
20 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 ...
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1answer
15 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.
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1answer
44 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 ...
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1answer
38 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 ...
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1answer
42 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 ...
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1answer
39 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 ...
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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 ...
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1answer
53 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 ...
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3answers
110 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 ...
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0answers
64 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 ...
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29 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
174 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
284 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
88 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 ...
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2answers
37 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 ...
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0answers
62 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 ...
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1answer
86 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 ...
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1answer
90 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 ...
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2answers
445 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 ...
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1answer
1k 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 ...
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1answer
316 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
51 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 ...
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1answer
74 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
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3answers
575 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 ...
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1answer
64 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 ...
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1answer
182 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
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1answer
291 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
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1answer
221 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 ...
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1answer
85 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
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1answer
453 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 ...
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4answers
221 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 ...
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0answers
20 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 ...
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2answers
369 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 ...
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1answer
36 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 ...
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2answers
97 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?
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1answer
376 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
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1answer
353 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
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 ...
2
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1answer
256 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
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2answers
700 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
327 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
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2answers
674 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
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2answers
194 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 ...
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1answer
172 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.