Tagged Questions

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

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1answer
4 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 ...
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1answer
5 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
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0answers
24 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
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1answer
21 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
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1answer
28 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
48 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 ...
1
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1answer
21 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
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2answers
28 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
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1answer
17 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
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0answers
17 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": ...
0
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1answer
50 views

Defaulting Lead.company

Can we set a default value of the company field of Lead to logged in User's company field so that at the time of conversion, Account name becomes User's company name. I tried Workflow with Field ...
4
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2answers
81 views

deduping existng leads and contacts

We have a client of ours who has a lot of duplicate leads and contacts in their system. Now they finally decided to clean it up. What are the options available to effectively dedupe existing records ...
2
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0answers
18 views

How to make the WhoId on an Event take me to the member and not the lead/contact object

I have an application that dynamically handles CRUD operations for Salesforce data. For foreign key values on an object, I read the first three letters of the ID to determine the object type being ...
1
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2answers
41 views

Report on Campaign to show Leads Converted and Opportunities Closed Last Quarter

I need a report which shows Leads associated with in the last Quarter as well as the revenue the Campaign has generated in the last Quarter. I have been able to build to separate reports - one report ...
1
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0answers
48 views

Can I get a Lead View to show converted Leads?

I am using apex code to give me all of the leads in a lead view like this: Database.QueryLocator ql = Database.getQueryLocator('select Id from Lead limit 1'); ApexPages.StandardSetController ...
1
vote
1answer
30 views

Re-using the 'add campaign members' contact search for a custom object

When managing a campaign, there's the 'add campaign members' functionality where one can query for contacts / leads and add them to the campaign. I have a custom object where I also need to add ...
0
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0answers
23 views

List datatype in Object view

I want to do this: I have some leads. I have some email campaigns. I want to have some kind of generic section below a lead where I show information about email campaigns ONLY IN WHICH THEY WERE ...
0
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2answers
57 views

Apex Trigger for Lead Assignment

I'm trying to create a trigger that will automatically re-route a lead through the default routing rules when a custom field checkbox is checked. I have the following code based on a suggestion by ...
1
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2answers
69 views

Having trouble writing my first trigger that populates a lead field based off of Activity/task criteria

We have a Lead field that is populated with the date and time of the first activity on a record called First_Response_Date_Time__c. What we now need is more information on that first activity. We ...
1
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3answers
30 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
14 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
vote
1answer
17 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
89 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
241 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
49 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
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2answers
31 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 ...
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0answers
14 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
182 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
50 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
41 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
34 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
21 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
147 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
133 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
121 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
67 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
25 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
65 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
176 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
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0answers
118 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
47 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
306 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
521 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
127 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
61 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
98 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
136 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
102 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
909 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 ...