Questions tagged [lead-conversion]

When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved to the new contact and the lead becomes read only.

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17 views

Conversion Lead Error INSUFICIENT ACCESS Classic Try on Lightning (While on Lightning)

I see this error I've never seen before and neither found anything about it on SE nor googling it. The error is the following when converting a Lead : 12:34:34:099 EXCEPTION_THROWN [14]|System....
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1answer
32 views

Lead convert choose existing radio button

In Lead Convert how to find programmatically in apex trigger if the Choose Existing is selected or if CREATE NEW option is selected? Thanks
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17 views

Lead Conversion Error: Your Lead is Missing a Mapping Field - Process Builder Process to Create Contact Roles when Opportunity

How do I prevent a conflict between the Lead conversion process and Process Builder which is generating a Lead mapping field error? I appear to have a conflict between the Lead conversion process and ...
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1answer
42 views

Database.convertLead - FIELD_CUSTOM_VALIDATION_EXCEPTION, Validation error on Lead: Select an Individual record type.: []

I am trying to deploy a class with a test that automatically converts leads. This Apex method will be invoked via Process Builder. It works fine in the Sandbox environment, and the test worked fine ...
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13 views

Lead conversion discrepancy

When converting a lead into an opportunity/contact, the following fields are not filled in the New opportunity, where this is information that is already available in the Lead details: Country, ...
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9 views

Make Opportunity field not required during lead conversion but required when field is blank on record update

Please help me on this urgently I have a field say "X__c" which is required on Opportunity Object only But during lead conversion since this field is not present in leads, it is preventing ...
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1answer
35 views

Convert lead com.sforce.ws.ConnectionException error

I have been using SOAP API(v43.0) and patner wsdl(v43.0) for converting leads. It was working fine till sometime. But recently it started failing with com.sforce.ws.ConnectionException. And this is ...
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11 views

Can one configure Lead Conversion to transfer data into the Opportunity from the Lead, when the user chooses an existing opportunity in the wizard?

If we could transfer the lead's ID into a field in the existing Opportunity, a trigger could later clear that field and perform the desired change, which is, append the lead source to a field that ...
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2answers
17 views

Change lead status to 'Closed - Converted' without creating an opportunity, account and contact

I am manually creating opportunity from lead and changing lead status as 'Closed - Converted'. I can prevent opportunity creation using setDoNotCreateOpportunity(Boolean) method. but there is no ...
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28 views

Lead Conversion to new or existing contact

I did setup a web-to-lead form for a non-profit organization. The customer is not going to use Leads in Salesforce. I did setup a record-triggered flow after the web-to-lead. Once the lead is saved ...
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1answer
47 views

LeadConvert with Dedupe

I'm looking at existing code to convert a lead in a lead trigger. I didn't write this. Database.LeadConvert lc = new Database.LeadConvert(); lc.setBypassAccountDedupeCheck(true); lc....
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1answer
31 views

email notification upon lead conversion

I have a custom object managers__c which has a lookup field Partnership_managers__c with User. when the lead is converted into an account, all the partnership managers should be notified with the ...
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41 views

Converting Lead prevent filling empty fields in account

When I convert a lead to a contact and assign an existing account, the following can happen: Suppose the lead is filled in correctly, but contains an incorrect city and zipcode. The account on the ...
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1answer
21 views

Allow Lead conversion only when Lead Status is Qualified

On the Lead object, in the Status field I have following values Open (default) Unqualified Qualified (Converted) Initial Conversation Specs Sent Approval Received I want the user to be able to convert ...
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97 views

UNAVAILABLE_RECORDTYPE_EXCEPTION, Unable to find default record type: [] on Opportunity

I'm trying to convert a Lead via standard lead conversion process and is always giving me the following error: UNAVAILABLE_RECORDTYPE_EXCEPTION, Unable to find default record type: [] I've checked ...
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15 views

Link Contact details to an Opportunity using a Global Action

I am converting a lead to a new Opportunity, new Contact and tying it to an existing Account. In this case I want to show relevant contact details on the Opportunity. Will I be able to do this using a ...
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1answer
65 views

Help with creating map with Lead Id and Contact Id

I am creating a trigger which upon creation of a lead, searches for any contacts with a matching email, and if found - convert the lead, and set the ContactId on the lead. I am just having some ...
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22 views

Find duplicate account and contact records when converting via Apex

I am converting leads through a HttpPost method and using the Database.LeadConvert class for conversion. After conversion I am working the opportunity and not with the contact or the account; however, ...
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19 views

lightning-record-edit-form for custom lead conversion page

I'm planning to create a custom lead conversion page using lightning-record-edit-form. Would it be possible? Will I be able to override the buttons action using this form? TIA HTML: <template&...
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30 views

Lead conversion in salesforce lightning component and in salesforcemobile1

when lead status is X and record type is Y for certain lead record i am opening directly the lead converision page direectly using this url : " runtime_sales_lead__convertDesktopConsole?...
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1answer
59 views

How to identify between new or existing account record in trigger when a lead is converted? [closed]

During the lead conversion process inside the trigger, I want to identify whether the converted account is new or existing. I need to identify when users select whether to Create New or Choose ...
0
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1answer
33 views

Web-to-lead conversion to account and contact creating duplicates via APEX

Lead conversion with following APEX code. Database.LeadConvert leadConvert; leadConvert = new database.LeadConvert(); leadConvert.setLeadId(leadId); leadConvert....
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100 views

Lead Conversion - System.DmlException: ConvertLead failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY

Facing this issue on production. On sandbox it is working fine. Converting the lead to business account and contact but on production for few records it is failing. Code for lead conversion. { ...
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19 views

Lead conversion when Person accounts are enabled

In financial services cloud when person account is enabled. When we convert a lead for a new organisation along with a associated contact details. Will a person account record also be created or is ...
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1answer
31 views

Attempting to modify a Lead Convert Trigger getting an Attempt to de-reference a null object

We're using what is basically the example trigger for the lead convert process. We have added a specific queue to the lead process, so if we have auto conversions that come, that have been put in the ...
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61 views

Contact duplicate rule condition is not working on Lead convert (Apex)

I have written custom Lead Convert apex class and vf page. I have a duplicate rule "active" on contact. The issue i am facing - When i try to convert a lead, contact duplicate rule's ...
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20 views

Lead Conversion customization test class is showing 0% coverage [code added] [duplicate]

Apex class for custom lead conversion: global class AutomatedLeadConversion { public static void Leadconvert(List inputs){ LeadStatus convertStatus= [SELECT Id, MasterLabel FROM LeadStatus WHERE ...
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29 views

Lead Conversion customization test class is showing 0% coverage [duplicate]

@isTest public class LeadConversionAutomation_Test { public static testmethod void TestLeadconvert (){ Lead testLead = new Lead(LastName = 'TestLName',FirstName = '...
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15 views

Execute the Apex code by current lead owner instead last modified because it causes email template translation issue

We have scenario like this: User submits the form from html page. It will create a lead in system and assign a lead owner using lead assignment rule. Apex trigger will do the conversion to account ...
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1answer
24 views

How can I make a SOQL which selects Leads filtered by a Converted Account Field not being true?

We have a requirement, after leads are converted, we are sending data to a partner about them. We have a batch process which will periodically look for newly converted leads, send the data to the ...
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89 views

Database.convertLead() - when validation exception fires, it is not possible to catch it

I've got implemented code where I do automatic Lead conversion. The conversion works fine, but there are some custom validation rules in the org. When these validation rules fire, an ugly message is ...
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3answers
39 views

Error : Illegal assignment from Schema.SObjectField to Id

I have create lookup relationship between lead(parent)& case(child) and opportunity(parent)& case(child).When converting the lead, I would like to update the lead case field to the opportunity ...
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1answer
55 views

Is it possible to map lead case to a opportunity case?

I create a lookup relationship between Lead(Parent) and Case(Child) Object .When I convert the lead,the lead case field will be updated into opportunity case field. Can anyone explain how to do this ...
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1answer
73 views

How can i assign specific record type to opportunity while converting lead via database.LeadConvert

I have a trigger on events which on receiving data creates leads and then converts it to Opportunity. The problem is the record type is assigned to specific profile level default for the user that is ...
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1answer
58 views

Lead Conversion linking existing Contact (Person Account) doesn't run Account triggers

In person Accounts enabled org, when you convert a Lead linking existing Contact (i.e. Person Account), it doesn't seems to run the Account triggers upon Contact update. for example, Lead Lead A has ...
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19 views

Prevent overwriting standard field values during lead conversion?

I have an existing account with a name of "Example Company" with a "http://www.example.com" in the website field. When I convert a lead with a different value in the website field and attach it to "...
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1answer
656 views

Convert the lead created in a screen flow to an opportunity automatically

I have lightning flow which creates a new Lead record. Now my requirement is that, as soon as my lead gets created its has to be automatically converted to an opportunity. I understand, that I can ...
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1answer
18 views

Apex and preventing certain fields from carrying over during lead conversion?

Is there a way via Apex or other to prevent a custom field from being carried over from the Lead to the Account during lead conversion despite the field being explicitly mapped? 95% of the time, ...
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0answers
29 views

Not getting option to choose existing Contact, Account and Opportunity at the time of Lead Converstion

Once we convert Lead, we get the modal in which we can choose the existing Contact,Account and Opportunity, but for my org it looks something different also, I have checked the Convert button , we ...
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1answer
65 views

In which object, lead conversion field mappings stores in Salesforce

I have a requirement where I want to do the Lead conversion field mapping using apex code instead of doing it manually.
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49 views

Lead Validation Rule not showing up in Debug Log during Lead Conversion

This is a really strange behavior and I would like to know if you guys have faced this before. We have "Required Validation for Converted Leads" enabled (as below): The request was simple: Make sure ...
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15 views

Prevent conversion of single lead into multiple accounts

I was testing lead conversion functionality. I tried converting a lead using two different users simultaneously. I was able to convert a single lead into two accounts. I want to prevent this from ...
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21 views

Edit Current Account and contact data on lead conversion

According to salesforce documentation, during lead conversion, If existing accounts and contacts share the names specified on the leads, you can choose to update the existing accounts and contacts. ...
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0answers
17 views

Partner Portal Approval history is not visible after Lead Conversion

I'm using Leads in partner portal with approval enabled. The approval history is part of the Lightning Record layout is available and View All is working as long as the Lead is not converted. Once ...
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1answer
53 views

Object name translations in Convert Lead window in LEX

Today I came across strange issue with object names translations. In our org we are using polish language as default. SFDC translates Accounts by default as "Konto" : But for our needs we had to ...
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1answer
333 views

LWC (Lightning Web Component) Convert Lead Via Apex and return Account Id

I would like to call a custom APEX Class that converts a lead. I have successfully been able to create the LWC, Call the Apex Class, & Convert the lead. I am having trouble returning the new ...
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50 views

VF Page Lookup InputField Lookup Error: id 1 must be 15 characters

I'am creating a custom lead conversion using Visualforce page. I'am getting this error for my lead owner lookup field. Can you help me why I'am having the value 1 in my lookup and how to fix this. TIA....
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2answers
278 views

Can I get lead Id on converted contact record? Is there any standard field on contact which shows lead id?

I have set of Contact Ids thru which I have to find related lead Ids, I am planning to write SOQL query on contact to get lead Id but I am not sure whether salesforce provides any standard field on ...
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1answer
22 views

Benefits of Lead Conversion vs an automation

I've built a visual flow that will take a lead and turn it into an account, contact, opportunity, and sometimes some other related custom objects and all with duplicate detection. When the lead is ...
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1answer
100 views

Why does Database.leadConvert() take so much time?

I have a pretty big class which does a lot of things, so in total its taking ~10-20s for its main method to run. However, ~8s are taken up by Database.leadConvert(). Any ideas why? Could it at all be ...

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