Linked Questions

1
vote
0answers
19 views

Does Apex lead conversion trigger Contact before/after insert triggers? [duplicate]

I have some updates I'd like to make on converted leads. I had it in my lead code - first convert the lead, then query for the converted contact and update. However, that was triggering ...
13
votes
2answers
37k views

What Happens When A Lead Is Converted?

I'm new to SalesForce. What happens when the Convert button on the Lead Details page is clicked? I've read that The lead is marked as 'closed'. An Account object is created. An Opportunity tied to ...
6
votes
3answers
3k views

How can I determine whether a lead conversion was a merge to an existing contact or a new contact?

Looking around the net it appears that the best place to hook into the Lead Conversion process is in a Trigger's After Update event. I have a situation where I have a related object on a lead and ...
5
votes
3answers
4k views

Is there a way to determine how certain account has been created?

As you know Salesforce accounts could be created either as a result of lead conversion or directly, by creating a new account using account creation form (and, accordingly, bypassing lead creation ...
2
votes
1answer
3k views

“Enable Validation and Triggers from Lead Convert” not appearing, why?

Under what circumstances will the "Enable Validation and Triggers from Lead Convert" setting not appear in the Setup > Customize > Leads > Settings page? We did a customer install into an EE org and ...
4
votes
1answer
3k views

Lead Status conversion

We are currently implementing a new marketing automation tool and one of the requirements is to copy the Lead "Lead Status" field to a custom Contact "Lead Status" field upon lead conversion. ...
2
votes
3answers
715 views

Updating Lead Owner in trigger before lead conversion

I have a use case where I need to update the Lead.OwnerId during lead conversion. I want the resulting Account, Opportunity, Task & email to go to the new owner. I thought that I would be able ...
2
votes
1answer
1k views

Disable task trigger on lead conversion

I wrote triggers that will be fired after inserting/updating/deleting task and event. What the triggers do is HTTP call out. When a lead is convert, tasks and events will be copied too, so the ...
1
vote
2answers
636 views

What flow of trigger execution when lead is converted?

I am new to salesforce. I wanted to know that what will be the flow of trigger execution when the lead is getting converted. like before/After trigger on lead,Account and contact.
3
votes
1answer
736 views

How to convert Related list of Lead to Accounts?

We have Custom object 'XXX' as a related list in Lead, during conversion of Lead to Account,the related lists of lead is not being carried to the account and also the related list records of lead is ...
2
votes
1answer
853 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 ...
4
votes
1answer
366 views

Clearing out Converted lead fields after conversion

We have a bunch of custom fields on a lead which are required to be copied to the contact when a conversion takes place. We want to clear these fields after the conversion, as they contain sensitive ...
0
votes
1answer
653 views

How to map lead custom field with Standard Account field 'Parent Account'

I have a requirement inwhich I have to create a custom lookup field on lead object which selects the account and during the lead to account conversion I have to map the field with 'Parent Account' ...
0
votes
1answer
208 views

OpportunityContactRole Query returning Empty List

I used a Query on OpportunityContactRole in Opportunity Trigger. for(OpportunityContactRole c: [SELECT Id, opportunityid, contactId FROM OpportunityContactRole where opportunityid in: newOpp]...
1
vote
0answers
332 views

Account/Contact/Opportunity Owner wrong during lead conversion: Is this a good work around?

As you may know when you try to convert a lead ,during the execution of the lead convert ,the Account/Contact/Opportunity objects owner id's are set as the current user Id instead of the lead original ...

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