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I am creating a referral program within salesforce. I have a customer object called donor referral with these fields: first, last, email, phone, Qualified status reached (checkbox)

And with that, I create 2 lookup fields for Leads and Contacts. (reason for this is my client uses both leads and contact for donors; sometimes it can be 1 of the 2).

So the question is, what happens when a lead that is related to a donor referral gets converted to a contact? Will everything stay normal?

Once a referee reaches Qualified status (gets checked) the lead/contact that referred them gets the credit.

2 Answers 2

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A Lead, once converted, will still exist as a record. The lookup field will still hold the ID for that Lead, and clicking on it will display the Lead. You can set up your page to link to the account/contact/opportunity. However, the Contact field won't be populated. If you want do that, I'd suggest a Flow or Trigger to set the appropriate Contact Id after conversion.

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  • doesn't the user need View and Edit Converted Leads permission to see the converted Lead?
    – cropredy
    Commented Sep 14, 2022 at 23:27
  • @cropredy If they don't have the permission, they should be bounced to the contact record, if I recall correctly. That was the old behavior in Classic anyways.
    – sfdcfox
    Commented Sep 15, 2022 at 0:50
  • So these leads and contacts most likely wont have opps created on them anyway. this is just a way to keep track of donors. Commented Sep 15, 2022 at 2:12
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There's a lead.isconverted if you want to do some actions after the lead is converted using Triggers.( just adding some info to the convo)

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