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

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5 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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12 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
18 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?
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22 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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9 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
12 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 ...
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1answer
22 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 ...
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1answer
22 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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14 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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21 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 ...
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1answer
26 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 ...
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1answer
40 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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25 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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27 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: ...
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1answer
35 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
25 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
41 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
35 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 ...
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2answers
65 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 ...
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1answer
49 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 ...
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1answer
41 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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16 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
34 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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18 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
47 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
71 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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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 ...
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3answers
60 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 ...
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2answers
46 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 ...
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1answer
77 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 ...
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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
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2answers
38 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
28 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 ...
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1answer
40 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
249 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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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 ...
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29 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 ...
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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 ...
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1answer
72 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 ...
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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 ...
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2answers
132 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 ...
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1answer
89 views

Check Convert Lead permission

How to check whether logged user having 'convert lead' permission on lead object or not?
2
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1answer
220 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?
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1answer
243 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 ...
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1answer
52 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){ ...
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2answers
86 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 ...
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1answer
43 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 ...
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20 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.