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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7 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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14 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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14 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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14 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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34 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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17 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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12 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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14 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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4 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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10 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
46 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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42 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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24 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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15 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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26 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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23 views

Is it possible to convert a lead with a guest user?

I want to create a public site with a script which creates a new lead and sometimes converts it. Is it even possible to it with the guest user? I don't see the 'Convert Leads' permission on the site ...
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14 views

Unable to convert lead after applying custom validation rule via code

There is a requirement that if we have an attachment then and then only we can check a checkbox (i.e. isCreditCheckDone) and after then only we can convert lead into respective account and opportunity....
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66 views

Long running operation did not complete, continuing in background when I use Database.convertLead

For some reason when I use Database.convertLead in the code I receive the following Statement from the developer console: Long running operation did not complete, continuing in background I know ...
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1answer
38 views

Help with LeadConvert Trigger Class? (Creating multiple contacts from one lead)

I've written a few classes for this trigger i'm working on and while I can get 100% coverage for these classes and I can't get more than 0% on the trigger. In the sandbox, this trigger works just ...
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1answer
38 views

Creating up to 2 additional contact records on Lead Conversion

I'm fairly new to coding in Apex (only a couple of weeks in) and might've bitten off more than I can chew for my first project (but its been a great learning experience!) In any case.. several agents ...
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27 views

Convert Lead with Pending Process Builder Schedule Actions - Workaround Needed

We have a Process Builder active on the Lead object. The same Process Builder is also active on the Contact (same criteria and actions). Not really relevant they are in both Objects for what we are ...
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1answer
32 views

Is there a way to add a custom object section to the lead conversion page? [closed]

I would like to add a custom object section underneath the opportunity section.Is it possible to add a section.
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22 views

Users are able to view converted leads via search

For some reason, non-system administrators are able to use search to view leads that have been converted. These users do not have any permission set which grants them view/edit converted leads. ...
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1answer
59 views

How does SFMC Journey Builder handle Lead to Contact conversions that happen in Sales Cloud?

My team wants to trigger a nurture journey in SFMC Journey Builder when SFDC Leads/Contacts fill out a web form. If the web visitor is net new to our company it will get created as a SFDC Lead in SFDC ...
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2answers
40 views

Prevent Account creation upon Lead conversion

Prevent Account creation upon Lead conversion While doing the lead conversion from UI, there are 2 options shown in the screen: Option 1. Account field is prepopulated which comes from the Company ...
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1answer
28 views

Salescloud and Lead Conversion

I need assistance with a certain process I need to automate around Sales Cloud and Lead conversion. Our current implementation automates the creation (and synchronization) of a Quote right after an ...
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2answers
153 views

Lead Convertion Issue : Specified Contact must be parented by specified Account: []

I am trying to convert Lead through leadConvert class but getting error like this " System.DmlException: ConvertLead failed. First exception on row 0; first error: INVALID_ID_FIELD, Specified Contact ...
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32 views

Remove Automatically the Lead record after is converted in a Contact

How to avoid isconverted, I need to remove isconverted automatically after the lead has been converted to a Contact. How can I do that? Thanks Jose
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1answer
65 views

LeadConvert getAccountId() isn't working as expected, returns nothing

I'm trying to change the record type of a newly created account following lead conversion. The documentation states that: getAccountId() - Gets the ID of the account into which the lead will be ...
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1answer
23 views

In lead conversion page, instead of '--None--' option for Account Name field. I want to pre-populate existing account

Detailed requirement: I have Account lookup field(Field Name is "Existing_Account__c") on Lead object. In lead conversion page salesforce by default displays "--None--" option for Account Name. But ...
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35 views

Convert Lead activity issue in JB

Journey ScreenshotOur MC org is integrated with a Sales Cloud org. I have attached Journey screenshots with client name blanked out. I have been trying all sorts of configuration options on the "...
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2answers
65 views

Validate Lead RecordType matches Target Opportunity Record Type before Converting

Scenario We have two types of opportunities and two types of leads. The two opps are for different business processes related to the customers specific needs. We currently have sales agents able to ...
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1answer
20 views

Avoid or prevent Lead edition when status is “Qualified”

I have the next requirement: When users set lead to 'Qualified', I want a way to prevent them to editing any field. I've tried some things like validation rules like this: ISPICKVAL(PRIORVALUE(...
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88 views

Lead Conversion Error with Lead Source Dependent Picklist

We need a choice in our Lead Source option referral, so we created a dependent picklist for referrals. This referral source field gets pushed to the contact and account records when the lead is ...
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13 views

LeadConvert - Do not Create a contact like setDoNotCreateOpportunity(True);

I have some older code where when we do a lead convert we can either create a new contact if one is not found or update an existing contact. When creating a new contact this works fine: Select Id,...
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16 views

Contact Process fails when converting Lead

What I'm trying to do When the Contact Email field is updated, add the Email field value to a custom field in the related Account record. How I'm trying to do it Using a Process. It is configured ...
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13 views

Hide lead records from global search and list view including system admin

I have implemented lead conversion from apex class. I have done that correctly. But after the conversion I want to archive the lead(Hide the lead from list view). In standard lead conversion ...
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1answer
143 views

How to use google lens to scan business cards and save the fields in salesforce lead and contact objects?

I am trying to understand how the Google lens for card scanner works? If there is a way to implement that which Salesforce. For example if you scan a card from mobile using Google lens card scanner ...
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1answer
51 views

Before Trigger on Lead Conversion doesn't appear to be firing in Test Method

I am writing a test to test lead conversion. The test is failing because the lead has a failing lead validation rule that checks a custom field value that is set using a Before trigger. However, even ...
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2answers
141 views

Validation Rule on Lead Conversion

I have a validation rule on Opportunity that I want to fire only when a new opportunity is created without Lead Convert process. It should not fire when an opportunity is created using Lead conversion....
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1answer
26 views

WHich fields are changed by Salesforce internally when a lead is converted?

When we convert a lead to a account which fields are changed internally by Salesforce for example: Lead Status is changed to Closed Converted, isConverted is changed are there any other fields which ...
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24 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 ...
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1answer
33 views

How to import conversions from custom object into adwords from salesforce sales cloud?

I've implemented standard salesforce & google AdWords integration. Though, this integration only syncs Lead & Opportunity object. How do I connect a custom salesforce object with Adwords and ...
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1answer
14 views

Can I create custom paths for lead or opportunity number/conversions according to lead source?

I wanted to create a guided path in sales cloud for leads & opportunity. This path should be different for leads/opportunities from a different source. For example - I want to create a separate ...
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1answer
23 views

Insert code into lead conversion process?

We are trying to add some custom code in lead conversion process. When converting a lead, we need to generate a record of a custom child object or Account? I am not thinking about a custom lead ...
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1answer
30 views

Workflow to edit fields on converted leads

I'd like to create a workflow (ideally in Process Builder) that changes LeadSource on the Lead record after it has been converted when AccountSource is changed on the Account. Context: inbound leads ...
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1answer
96 views

Duplicates detected when using Database.convertLead in After Update Trigger

I have an After Update Trigger on Lead which calls Database.convertLead The code below is run within the trigger: for (Id recordId : leadIds) { leadConverter.setDoNotCreateOpportunity(true); ...
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1answer
122 views

Selecting Lead status qualified not converting lead

When a user selects 'Qualified', the Lead doesn't Convert and this is messing with our reports. I would like to not allow users to select the Lead Status 'Qualified', and the only way for a Lead to ...
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1answer
188 views

Validation Rule Error when converting a lead

I have two picklist fields with dependencies in place. One is Lead Status and One is Status Subcategory. I have a VR so that forces the user to complete the Status Subcategory if the lead status is ...
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1answer
151 views

Lightning Lead Convert Modal

Prior to the Summer 19 Release the 'Convert' button on Leads would open in the a modal popup as shown below: However now when our users click the convert button the screen opens in a sub tab and does ...

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