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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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Required field validation while converting lead

I am using Database.Leadconvert to convert lead into account and Opportunity. So while converting there is validation in account object for a custom field, that we need to pass Business type while ...
SFDC-Beginner's user avatar
-1 votes
1 answer
24 views

How to create a lead record of the same lead record which was converted

The lead record must be created with the same fields with Converted checkbox checked and with read only fields.
AbhiG's user avatar
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0 answers
56 views

Convert Lead to Business Account even when Person Accounts are turned on

I need to remove the company name field from the Lead. Our Leads get converted into Business accounts at the moment and that's what I need as our Leads don't contain any contact data and we use ...
JesseRigon's user avatar
-1 votes
1 answer
52 views

Assistance with Salesforce Rest API for Converting Leads to Contacts

I am a newcomer to Salesforce and have been successfully utilizing Salesforce Rest APIs. However, I have encountered a challenge that is causing some difficulties for me. Specifically, I am having ...
Waqas Ali's user avatar
1 vote
1 answer
32 views

Programmatic NPSP Lead Conversion

I have NPSP and a bunch of Leads whose 'Company' fields are filled with 'self' value. I'm using the Apex class which uses Database.LeadConvert to convert leads, but it creates an Organization 'self' ...
RandomNickname23's user avatar
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1 answer
150 views

Trigger native lead convert after screen flow

We have a fairly common scenario. Some fields on lead are not required as its unrealistic that all leads will have this info at creation. BUT they are required on Acct/contact/op hence are needed to ...
megaSteve4's user avatar
1 vote
1 answer
70 views

Outputs are null from Apex class in flow?

I am trying to autoconvert leads using a apex class, I am trying to manually assign the outputs from the class into variables but the outputs are always null. I am relatively new to this so not really ...
Chelsea's user avatar
  • 23
-2 votes
1 answer
75 views

How to edit the account results in the leads object?

In the leads object, when I click on "Convert" a lead, I click on "choose existing", I want to search for an account, then I can see a page with Account results (as you can see in ...
Alain's user avatar
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0 answers
28 views

Report of Accounts without Leads

Is there a way to create a Report of Accounts that do not have a related Lead? It can be done in SOQL: SELECT Name FROM Account WHERE Id NOT IN (SELECT ConvertedAccountId FROM Lead WHERE IsConverted = ...
AlwaysThinkin's user avatar
0 votes
0 answers
137 views

Distinguish between leads that convert into a new vs existing opportunity

I need to distinguish between leads that are converted, and create new opportunities, and for converted leads into existing ones. I created an After Convert flow: Pretty simple What I am doing, is ...
Saariko's user avatar
  • 5,610
0 votes
1 answer
314 views

Integration user can't be used for Lead conversion

I'm trying to get the Integration user to convert a Lead via REST API. But it seems Integration License cannot have App permissions like Lead conversion. I created a Permission set with Convert Lead ...
Pasan Eeriyagama's user avatar
-1 votes
1 answer
78 views

when lead converted into opportunity, then Close Date is set to the last day of current fiscal quarter. can we set Close Date to greater than 90 days?

Opportunity Close Date is automatically set during Lead Conversion, which means that when we convert lead into opportunity, that time Close Date is set to the last day of current fiscal quarter. can ...
Shital Chavan's user avatar
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0 answers
154 views

Convert Lead to Patient unavailable default record type error for partner community user

When a partner community user tries to convert a Lead to a Person Account from Experience Cloud getting this error. But for system admin user Lead to patient conversion working fine. We are using ...
Salesforce Dev's user avatar
0 votes
1 answer
248 views

Check if account is updated via Lead conversion

We want to run some logic on Account trigger only if it is created/updated via lead conversion. So far, we have tried 2 approaches: Approach 1: We tried creating a checkbox field on Account 'Is Lead ...
Megha Goel's user avatar
0 votes
1 answer
50 views

Leads only convert when an opportunity already exists

I'm using NPSP. If I create an opportunity, then convert a Lead and use that already existing opportunity, it will convert just fine. If, however, I try to have the opportunity created during the Lead ...
user1702965's user avatar
-1 votes
1 answer
364 views

Lead Conversion to Existing Opportunity

I am using Standard Lead Conversion Process. I have updated the Lead to Opportunity Field Mapping on the Lead in the "Map Lead Fields" Section When I convert a Lead into a New Opportunity, ...
Craig Lobo's user avatar
0 votes
1 answer
219 views

System.DmlException: ConvertLead failed. First exception on row 0; first error: RECORD_IN_USE_BY_WORKFLOW

I am trying to convert a Lead in a Test Class but i'm facing the exception above. I searched about this error but it's didn't helpfull. I try to follow these steps to search for a solution: https://...
Erick Petzold's user avatar
0 votes
1 answer
49 views

What if we don't use Database.LeadConvert and manually create Account, Contact and Opp and update the Lead?

I saw this practice in one of the orgs. They had done this using flows. I believe this is not the best practice having Salesforce OOTB way to convert the Leads. Are there any issues associated with ...
Pasan Eeriyagama's user avatar
-2 votes
2 answers
363 views

Validation rule to not allow the conversion of a lead with an specific owner id [duplicate]

I want to avoid the conversion of a lead if its owner id is equal to 0050O000009PQCKCKQA4. In Setup/Lead Settings I have activated the option "Require Validation for Converted Leads". This ...
Mónica's user avatar
  • 17
0 votes
2 answers
64 views

Cannot Increase Code Coverage for Salesforce supplied Lead Conversion Apex Class

I am trying to utilize this Apex Class supplied by Salesforce but when i try to deploy to production i get a code coverage of 68%: global class ConvertLeadAction { @InvocableMethod(label='Convert ...
Zack Gibson's user avatar
0 votes
1 answer
152 views

Converted Lead - Case created for a Lead, how to link the case to the converted Contact record

I have a use case to link a case records created for a lead record. If lead record gets converted then the related cases should be automatically linked to the converted contact and account record. ...
user136633's user avatar
-2 votes
1 answer
283 views

Custom fields of leads are not mapping in Account ,Opportunity and contact

public class LeadConversionTriggerHandler { public static void handleAfterInsert(List<Lead> newLeads) { List<Lead> leadsToConvert = new List<Lead>(); for (Lead lead : ...
user131546's user avatar
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0 answers
225 views

Redirect user to the Account record after converting a Lead via a Trigger

I have a checkbox field named installation when that field is checked lead is converting and it is working fine, but I also want to redirect to account record after the lead is converted but it is not ...
Deena Vicky's user avatar
0 votes
1 answer
64 views

Is this a Ongoing bug?

I am unable to convert any leads and keep getting this message - Error: Update failed. First exception on row 0 with id 0014J00000wOyPyQAK; first error: DUPLICATES_DETECTED, Use one of these records?: ...
DanniSFDC's user avatar
1 vote
2 answers
127 views

Convert Lead to Patient - when click Cancel or Ok get error message

Went through all setup recommendations fo Health Cloud: https://developer.salesforce.com/docs/atlas.en-us.health_cloud.meta/health_cloud/admin_planning.htm Created and customized new apps: Health ...
Yevhen B's user avatar
-2 votes
1 answer
175 views

'cannot associate a contact with a consumer account' - getting this error while converting lead

Refer below log: System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Account Process” process failed. Give ...
user133498's user avatar
1 vote
0 answers
552 views

Customising Lead Conversion in lightning Web Components

I have to customize the Standard Lead Conversion in Salesforce. I have tried the below LWC as a Quick Action as shown in first screenshot. Need to show the screen like the second screenshot as a popup ...
newtoLWC's user avatar
0 votes
1 answer
681 views

Lead Conversion in Marketing Cloud

I'm very confused by the recent behaviour I observed in my personal Marketing Cloud account. I recently connected my Marketing Cloud account to my Salesforce Dev accout via Marketing Cloud connect. ...
Peter Irving's user avatar
0 votes
1 answer
258 views

How to get the Lead Record using ConvertedContactId field in after Insert Trigger on Contact?

Scenario: I have a Lead record and it's single child record. On this child record of Lead I have a look up of Contact and Account also. Whenever a Lead is converted to Account and Contact, I want to ...
Prashant Kumbhar's user avatar
0 votes
1 answer
373 views

Lead Conversion Screen looks different in Enterprise edition

For one of my salesforce instance, I'm seeing this lead conversion page, which doesn't look good.. This is in enterprise edition. First time I'm seeing this type of lead conversion page and it is ...
salesforce Developer's user avatar
0 votes
2 answers
969 views

Lead Conversion Issues with validation rules

I have validation rule on Account Shipping Address. AND ( ShippingCountry = "United States" || ShippingCountry = "Canada", isBlank(ShippingState) ) The standard Lead Mapping ...
GroundToCloud's user avatar
1 vote
0 answers
73 views

Access to the Account record after the conversion process in Apex

we have the following setup: Private sharing model on the Account object Sharing rule to share Account records with role and subordinates based on the Account record type field The task Update ...
Eugene Vabishchevich's user avatar
0 votes
1 answer
149 views

when converting lead i want to check lead email is equal to existing account email if it is then i want to create opportunity under existing account

i have 2 methods in trigger ,one is if the lead have initial and final fields values then i want to create opportunity line items and subscription and this is working fine. second is when converting ...
Deena Vicky's user avatar
0 votes
1 answer
139 views

Blank Fields on the Matching Account during Lead Conversion

When converting Lead if a matching Account is found, the compact layout does not display the values. I can't figure out why the values are blank. So far I have check this - The fields are populated, ...
GroundToCloud's user avatar
-1 votes
1 answer
100 views

Validation rule to disqualify leads before conversion (based on certain criteria)

Is it possible to implement a data validation rule to disqualify leads which annual revenue is less than £50,000K? How to apply this limitation at the time of conversion into a contact/account/...
Maria C.'s user avatar
0 votes
0 answers
409 views

Deleting Converted Leads from Marketing Clouds

My Marketing Cloud account has 3 synchronised data extensions: Lead, Contact and Account. We recently went over out contact limit, and I discovered that Marketing Cloud syncs converted leads twice, ...
Peter Irving's user avatar
1 vote
0 answers
207 views

Is there a way for Interaction Studio to generate an Engagement Score from CRM fields before a Lead/Contact Id has known website visit behaviors?

The use case that we want to apply here is to use Interaction Studio (Marketing Cloud Personalization) to generate an Engagement Score for a Lead from Sales Cloud using specific fields and the ...
Jenn's user avatar
  • 11
2 votes
1 answer
1k views

Custom lead conversion process with custom lead mapping

I want to create the custom lead conversion process where user can map the standard fields as well with the objects(Account, Contact, Opportunity) fields. In short I want to override the standard lead ...
Aditya Deshmukh's user avatar
0 votes
1 answer
71 views

Send Email to the Owner in lightning

I can see this checkbox on classic, but how can I make this checkbox visible in lightning? Please help. Thank you.
TheGeekGuy's user avatar
1 vote
2 answers
506 views

Database.convertLead - FIELD_CUSTOM_VALIDATION_EXCEPTION, Validation error on <sobject>: Validation Formula "<VR name>" Invalid (null) []

I am getting this error in test classes only when converting lead : caused by: System.DmlException: ConvertLead failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, ...
vanessen's user avatar
  • 2,655
1 vote
0 answers
241 views

How can we access converted leads via external IDs?

Part of our business process relies on checking some data against Lead objects. This process needs that data even after the Lead is converted. We can certainly update our code/business process to look ...
Eric Liprandi's user avatar
0 votes
1 answer
1k views

Validation rule on Email and (phone or Mobile)

Validation rule on Email and (phone or Mobile) must be field with values. I have also tried ISBLANK( MobilePhone ) || ISBLANK( Phone ) but I get validation on both fields and and if one of them has a ...
user123308's user avatar
-2 votes
1 answer
94 views

Launch standard buttton from record triggered flow [closed]

Is there any way to launch the convert button on a lead when the field lead status is updated to QUALIFIED?
Rohit Bobby's user avatar
1 vote
1 answer
603 views

How to edit a converted lead?

Due to a bug in one of our own flows, some leads were converted, but their status did not have the corresponding value (the flow changed the Converted status back to some other status). So IsConverted ...
Sander de Jong's user avatar
0 votes
1 answer
447 views

Trying to build a Screen flow that launches an Invocable Apex Class with a Fault Path

I built a record triggered flow to launch an invocable Apex class that auto converts leads. The problem is their are several validation rules on the lead object so whenever a user converts a lead that ...
Sean's user avatar
  • 11
1 vote
1 answer
241 views

How to email and add subscribers (leads / prospects) when unique identifier is not available for subscriber key

Currently, we are going through the process of migrating from emailaddress to unique identified ID for our subscribers as SubscriberKey in SFMC. We have unique identifier for all our existing ...
kl2's user avatar
  • 343
1 vote
0 answers
425 views

Lead conversion with a Person Account

I am trying to convert a lead to person account, in the logic we need to create the personAccount during lead conversion time. So I am using "setRelatedPersonAccountRecord", where I am ...
Venkata Mahesh Dasari's user avatar
-1 votes
1 answer
2k views

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 ....
prasanna sekar's user avatar
0 votes
1 answer
601 views

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 ...
sandhya 's user avatar
0 votes
1 answer
349 views

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 ...
Acher Klein's user avatar

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