Linked Questions
22 questions linked to/from Lead Conversion Trigger Order of Execution
1
vote
0
answers
99
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 ...
- 723
14
votes
3
answers
53k
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 ...
- 585
6
votes
3
answers
4k
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 ...
- 271
6
votes
3
answers
10k
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 ...
- 163
3
votes
1
answer
4k
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 ...
- 11.2k
1
vote
2
answers
4k
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.
- 137
4
votes
1
answer
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. ...
- 195
2
votes
3
answers
2k
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 ...
- 10k
3
votes
1
answer
2k
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 ...
- 156
2
votes
1
answer
2k
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 ...
- 743
0
votes
1
answer
1k
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' ...
- 1,814
2
votes
1
answer
966
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 ...
- 157
4
votes
1
answer
451
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 ...
- 1,126
1
vote
0
answers
988
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 ...
- 77
1
vote
1
answer
541
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]...
- 426