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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How to manage Lead generation in Marketing Cloud?

We are migrating from Salesforce Pardot to Marketing Cloud . Currently in Pardot they have lead nurture form where a user sign ups in form and when they qualify , signed up user get converted as lead ....
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Converting Lead to Contact Related Record Files are not attaching to Contact record

While I'm Converting Lead to Contact, Related Lead Record Files are not attaching/updating to a Contact record. Only record data is updating to Contact but not files, please help me with this public ...
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Change campaign of created Campaign members

I have a workflow that create a lead and a linked campaign members into a campaign . The fact is this flow come from a package i can't change it (lead capture). I want after the creation change the ...
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Lead conversion in test class error - Invalid Converted Status

I have a test class that's doing a Lead conversion that's resulting in an "Invalid Converted Status" error. This is the part of the test class that's converting the lead: Test.startTest(); ...
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How to bypass the Company mandatory field on a Lead

We have a form in Form Assembly that includes a Yes/No question. If users click 'Yes', they're asked to give the name of a company but if they say 'No', they won't see those fields and therefore won't ...
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Custom Matching Rule in Lead Conversion

While lead Conversion, when we are using 'Choose Existing' the matching accounts are currently shown based on the standard matching rule. We need to override this to use a custom matching. I have ...
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How to set custom field values in Account for Lead conversion?

I'm trying to use Database.LeadConvert to set Account fields based on a condition, as such: Database.LeadConvert lc= new Database.LeadConvert(); lc.setLeadId(lead.Id); lc....
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When we redirect on standard lead conversion page from LWC then Lead conversion page opened but cancel button is not working ..Any idea?

i am overriding standard convert button on lead page so i am calling VF page and from VF page i am calling LWC . In LWC, I am giving URL(/lightning/cmp/runtime_sales_lead__convertDesktopConsole?...
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Leadconvert setOpportunityId() not public?

Documentation says it should be public, but getting an error: Method does not exist or incorrect signature: void setOpportunityId(Id) from the type Database.LeadConvert Any ideas why this method ...
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Existing Account not matching during Lead conversion process

I'm having an issue with existing account matching during the Lead conversion process. In this example, I am using the Standard Lead Duplicate Rule; with a custom account matching rule with the ...
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How to bypass Account Apex Validation Rule during Lead Conversion?

In Lead Setting we have Require Validation for Converted Leads set to true. I have an existing method on Before Insert & before update of Account that displays validation message using apex. ...
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How can I cover this contact owner assignment in test class after lead convert?

I have written a trigger helper method that converts to contact and associates the contact with an existing account. The contact owner becomes the owner of the account as shown in this snippet Now I ...
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Bulk insert test failing for lead convert

I have an apex trigger helper method that converts lead to contact when certain conditions are met. My bulk insert test method is failing on the line where I assign email to lead. The single insert ...
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MetadataService read LeadConvertSettings

I'm trying to access LeadConvertSettings via MetadataService class but it's not working properly. List<MetadataService.LeadConvertSettings> result; MetadataService.MetadataPort service = new ...
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How to join all leads and opportunities?

Let me preface by stating that I don't have admin rights in our company SF, but our development team is completely swamped with other tasks so I was hoping someone on here could help me out. What I'm ...
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Update contact name during lead conversion process

I am creating custom lead conversion popup window similar to standard one in lightning experience. (There are some requirement because of that I need to create this custom popup). I am trying to ...
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Time dependent Workflow Not Allowing users to Convert Leads

Users are trying to convert leads and are receiving an error that they cannot convert the lead due to a pending Time-Based Workflow Rule. I want to create an APEX Trigger that turns off the Workflow ...
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PB - INVALID_FIELD_FOR_INSERT_UPDATE: Business Account may not use Person Account field PersonMailingAddress

I am trying to associate a business account with the contact created from lead conversion via account-contact relationship in process builder However I am getting the following error upon lead ...
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I would like to do Validation on Lead fields before the 'Convert' button is clicked

So, we have several lead fields, that are only needed upon conversion. There are fields mappings for these fields, which populate correctly on the account/oppty new/converted records. However, they ...
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How can I identify if an opportunity was created from lead conversion?

I want to know if opportunity is created after lead conversion or not for the formula field. Is there any way where I can check if particular opportunity is created from lead conversion?
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How to convert a lead to a specific Account recordTypes based on condition on Lead using LeadConvert database method

I have a Field called "Business Type" on LEAD which is of type picklist. I am using LeadConvert method to convert a lead to Account, contact, Opportunity. While I convert the lead, I want to ...
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get duplicate contact and account records on lead convert by apex

I have a custom lead covert functionality in apex. I am using salesforce provided lead convert methods to convert lead. With this i also have duplicate rules for Accounts and Contacts. The issue here ...
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Handle new data from a merged Lead

I have a process that is sending Lead data out of Salesforce. The system of record is Salesforce. 3 months later, the Lead data sent comes back into Salesforce with updated data. There is a chance ...
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How to update Contact Country after Lead is converted to Contact?

I need to populate Contact Country field with Account's Country value when Lead is converted to Contact and Country field on Lead record is blank. We cannot do it on Before Insert trigger since that ...
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Lead conversion automatically

When selecting the status of "Converted" in a Lead, the message at the top is displayed: And the Lead is not converted, it is necessary to press the "Convert" button and perform ...
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How can I convert existing Leads into Contact, Account, Opportunity Objects

public class LeadConvert { public void convertToAccount(){ account acc=new account(); contact con=new contact(); opportunity opp=new opportunity(); list<contact&...
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Lightning lead conversion page cancel button to redirect back to lead record

We have created a custom button that will redirect to the lightning lead conversion page. The URL we used is below: /lightning/cmp/runtime_sales_lead__convertDesktopConsole?leadConvert__leadId={leadId}...
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Automate Lead Conversion in Salesforce

In salesforce, lead is converted into Account, Contact, and Opportunity. Opportunity is optional to create upon conversion. The convert button on Lead does the conversion. Is it possible to convert ...
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Writing a Simple APEX Class

Sorry, this could be a simple question, but I'm struggling to find a way to modify a code and convert a lead into an existing Account. I'm trying to do this by using the setAccountID method. The ID ...
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Can we influence "Attach to Existing" selection during lead conversion?

In a standard lead conversion process (no apex, Require Validation for Converted Leads activated): What influences the suggestions Attach to existing: {accountName} during lead conversion? And: How ...
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Why Doesn't Lightning Properly Refresh Page When Leads Are Converted in Trigger Context?

I'm surprised I don't see this mentioned anywhere, but when you convert a lead in trigger context after it is manually updated in the UI, SF throws: "Sorry, we encountered an unexpected error. ...
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Scaling shared fields across objects

Sorry if this is too vague/general of a question. The org I'm working in has a relationship between its objects of: Custom Object (lookup) -> Lead Custom Object (lookup) -> Account The data flow ...
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4 votes
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Conversion Lead Error INSUFFICIENT 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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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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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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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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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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2 answers
153 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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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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2 votes
1 answer
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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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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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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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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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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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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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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 ...
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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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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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1 vote
1 answer
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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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1 vote
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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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