Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

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.

-2
votes
1answer
14 views

Redirect to Opportunity on save of task on the lead

The requirement is whenever a new task is created on the lead. The lead should get converted into Account/Contact/Opportunity and I am able to convert it using standard LeadConvert class But after the ...
1
vote
0answers
14 views

Lead on Financial Service Cloud

Is there a way we can remove the existing lead record types and create a custom record type but will populate on the referral summary in the Accounts? Our Scenarios- A lead is an individual person ...
0
votes
0answers
10 views

Opportunity Process builder not working on Lead convertion [closed]

We have a Process builder to update the price book once if Opportunity is created. If we create it in UI it's working fine. But if we create Opportunity via lead conversion it not updating the price ...
1
vote
2answers
49 views

Trigger on Lead - Variable does not exist: isConverted

Trying to write a trigger that runs on lead conversion after update, I get the error above on trigger.oldMap. What am I missing? public with sharing class LeadTriggerHandler extends TriggerHandler{ ...
1
vote
0answers
46 views

My Conversion trigger is taking so much time

Currently, I'm working on the parent-child relationship in lead object. We have a few criteria's while converting a lead We are restricting reps to converting only parent lead. And only the top 20 ...
1
vote
1answer
18 views

Why is my Lead Source not mapping over to Account & giving me an error?

When trying to convert a Lead with a Lead Source set, It will not convert and I receive the following error: Error: Your lead is missing a field mapping for the Account.Lead Source field. For help, ...
0
votes
0answers
31 views

Future call firing twice on leadconversion trigger

Here is a brief of what i am doing on my trigger Before update and Before insert updates a Account lookup field After update and after insert converts the lead if the lookup field is filled in ...
0
votes
1answer
20 views

Assign Lead To a person

I create a new lead. Based on a criteria, I assign to another person. In this case 5 == 5, so it will always be true. How can I confirm the lead has now been assigned to this person.
0
votes
0answers
21 views

I have 2 lookup fields in Lead for 2 different custom objects. I want to map both of them to 2 Opportunity custom fields upon Lead conversion

Brands__c , Corporate__c are two custom object. I have two look-up fields in Lead form to set Lead's Brand and Corporate Just as Account and Contact. Now I want to move both fields to opportunity upon ...
1
vote
0answers
30 views

restrict the user to create only new Opportunity during conversion

During Lead Conversion, user can select existing Opportunity in Lightning. But I want to restrict the user to create only new Opportunity during conversion. How can I achieve this?
0
votes
1answer
29 views

How to perform lead conversion activity based on the email click in marketing cloud?

I want to send an email to my leads with a clickable button with unique url. I want to put a trigger base activity which converts lead into opportunity as soon as user clicks on that button. I know ...
2
votes
0answers
31 views

What determines the Person Account Record Type pre-selected when converting a Lead

I am converting a Lead into a Person Account. I have two Person Account record types: Person A and Person B My profile has record type Person A is my default Person Account record type. But when ...
1
vote
1answer
53 views

Error when converting a Lead record

When converting a Lead record the following error message is displayed: System.DmlException: Insert failed. First exception on row 0; first error: INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST, bad value ...
0
votes
1answer
26 views

Link files lead to new custom object

On Lead conversion I also create a new object to which I map several fields of the lead trough processbuilder. I also want to pass the files from the lead to the new custom object. I am trying to do a ...
0
votes
1answer
36 views

Convert files Lead to Custom object

I have files (ContentDocument) attached to a Lead on conversion I map the Lead to a custom object trough process builder. Is there a Id or field I can use to map the files attached to the custom ...
0
votes
1answer
44 views

How to copy Lead related objects to Opportunity when Lead Converted

I would like to copy all related Lead Products from Lead to OpportunityLineItems for the Opportunity when the Lead is converted. I thought there might be a base Apex class I could extend to ...
0
votes
0answers
20 views

Update Account level fields through journey builder based on the response received from email sent to Lead?

We're using marketing cloud, integrated with sales cloud, to send emailers. There are two objects, "Lead" & "Account". Both object have a field named "email_status". Whenever a new Lead is ...
1
vote
1answer
166 views

Convert Lead button working in Lightning and Sandbox but not Classic

The Convert Lead button has suddenly stopped working in Classic. The button is on the lead page but when clicked nothing happens. No changes have been made to permissions and I've rechecked them all. ...
1
vote
0answers
39 views

Lead conversion in unit test with wrong Account Record Type

I have an Inbound Email Handler that automatically creates a Lead and converts it. The Record Type for the corresponding Account is correctly set to the default Account Record Type that is configured ...
0
votes
1answer
61 views

Avoid duplicate lead name creating instead of lead name , update all details using Trigger

This trigger is basically fired on before insert & before update. I am trying to automatically convert lead to Account,Contact & Opportunity. My condition is when an Same Name Lead is inserted ...
0
votes
1answer
96 views

Forcing validation rules to work a lead is converted

I have four custom fields in a lead that are mandatory when creating an opportunity. I have validation set up that if you try to create an opportunity it blocks you from saving if you have not filled ...
0
votes
1answer
87 views

Opportunity was NOT connected to Campaign - how to fix?

I had a lead created on 10/15 and added to a campaign. Then on 11/1, that lead was converted to both a contact, opportunity, and attached to an existing account. When I look at the details for the ...
0
votes
0answers
38 views

LeadConvert Troubleshooting

How can you diagnose errors with the LeadConvert class? I built this class out in a scratch org and it worked perfectly fine. I pushed that to a sandbox and now I cannot get it to work. I deactivated ...
0
votes
2answers
176 views

How to remove convert option from lead status path?

I have written my own custom lead conversion by adding separate button and its working fine, but from lead status path button it is still working as default. I want to remove this "convert" option ...
1
vote
0answers
43 views

My AutoConvert Lead trigger will not deploy in production

I have create an AutoConvert lead trigger to convert a lead if a specific field gets populated. It works fine in Sandbox, but when I try to deploy it in Production, it fails. I'm driving myself crazy ...
0
votes
1answer
24 views

Adding a field value to an Account, before converting the lead

I have customized the lead conversion process, if i click on the button it will show all the duplicate Accounts on the popup window. There i have added 2 buttons Ignore & Create, Choose Selected. ...
1
vote
0answers
277 views

In Lead conversion, existing Account and Opportunity standard and custom field values are not visible in lead convert page

Created Lead with company name which is already available in the Account. Then I converted the lead to Account and Opportunity. In lead convert page I selected the existing Account, In Account compact ...
0
votes
1answer
413 views

How can I set the Account Record Type for Lead conversion?

I have a Lead that is automatically converted using a trigger. The default Record Type for this profile is Person Account and it works as expected. Now I need to explicitly set the Account Record Type ...
0
votes
1answer
25 views

Why are converted leads in reports by default? …and can I hide them?

If I hit a link to a converted lead I get presented with a notification that it has been converted with a link to acct / contact. However if I run a report on leads, converted leads are in there by ...
0
votes
1answer
96 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]...
0
votes
1answer
569 views

Why Can I Convert Leads in Classic but not in Lightning?

System Administrator Profile with Convert Leads, and full access to accounts/contacts/opportunities On the classic page I can see the "Convert" button and it opens the lead conversion page, where I ...
0
votes
0answers
77 views

Process Builder not firing as expected

I have created a PB in sandbox where I am converting my leads into Contacts on the basis of custom checkbox field: Created in Admin Panel. So, my lead will only convert if this checkbox is true. I am ...
0
votes
0answers
15 views

Getting Lead Converted statuses in Apex

I want to display available converted statuses for the users in my managed package (based on sales process). Right now it's possible via User API only. I can't do SOQL for that. Professional edition ...
1
vote
1answer
114 views

How to get the standard behavior of lead convert in a custom page?

We Duplicate rules enabled. When converting a lead, a return page, with possible duplicates appear, with buttons: 'Convert to Selected' or 'Convert to New' We have a custom page for the lead convert,...
1
vote
0answers
45 views

How to display duplicate contacts on custom lead convert page?

I have a custom lead convert page. We have enabled the data.com duplicate rules, and now, when there is a duplicate contact upon conversion, I get an error on the custom page: Error:...
4
votes
0answers
98 views

Deleted contact's ID is not removed from converted lead. Why?

We have a requirement to delete all converted leads whose corresponding contacts have been deleted. Upon implementation we noticed something odd: After creating and converting a lead via UI (classic ...
2
votes
0answers
104 views

Launch Convert Lead Window programmatically in LEX?

We're wanting to interject some custom functionality into the standard Lead conversion process but still want to rely upon the native Lead Conversion feature to handle the conversion itself. Is it ...
0
votes
0answers
59 views

Lead Conversion with existing account and avoid duplicate contact in that account

In Lead Conversion with existing account if created contact name is same as existing contact in account then not need to create account. In my Case i take query to fetch list of contact present in ...
0
votes
1answer
39 views

When Lead is Converted want to create an another contact

when we convert a lead one contact automatically created. other than tht i want to create another contact when lead is converted means when lead is converted 2 contact shuld be created. here is my ...
0
votes
1answer
49 views

Enable Einstein Lead Score

I have created 1500 Leads and converted 200 among those leads into Account,Contact and Opportunity but i am unable to enable Einstein Lead Score Feature.
1
vote
1answer
166 views

Prevention of Lead conversion as it has a time based action queued

I have a process builder which fires on lead creation. It creates a time based action, which says that a chatter reminder will be posted after 7 days if no activity on the lead has been made. So if ...
0
votes
1answer
166 views

Odd error when trying to convert leads

Trying to convert a lead and get the generic error What's odd is that if I created a clone of this lead, assign it to the same person and then try to convert the clone, it works. That means ...
1
vote
1answer
117 views

Custom Javascript Convert Lead Button

I tried to write javascript custom convert lead button with validation. Everything is working as expected but in the last two cases, after converting the client, the user is redirected to the newly ...
0
votes
1answer
71 views

Remove “Create New Account: xxx” from picklist

I have the following code on my Apex component as part of a custom lead conversion process. The user can select an account here OR create a new account. I want to remove the "Create New Account: xxx" ...
0
votes
1answer
470 views

Creat Custom Lead Conversion Process [closed]

I want to create a custom lead conversion process. The desired functionalities would all be achieved by customizing the lead conversion page. I want: To not have to create an opportunity or a task ...
0
votes
1answer
245 views

Lightning Experience: Setting default value of “Record Owner” of Convert Lead page

When the Convert Lead page loads, I would like to have the Record Owner field emptied out or the current user's name filled in by default. How can I do this? I have read these solutions: https://...
0
votes
0answers
52 views

matching opportunity missing on lead conversion

I've this problem when converting lead: basically I've 6 opportunity matches but it only shows three of them. It is showing opportunity where the user is not the ower and not showing opportunity ...
0
votes
1answer
287 views

Auto convert leads Professional Edition Salesforce

I am working on auto converting leads in the Professional Edition. Since I cannot use Apex in the professional edition, I can't use apex triggers nor the visual work-flow with the process builder. ...
0
votes
1answer
75 views

Lead conversion validation rule

we have requirement as below When user tries to convert a Lead, if Account lookup is not selected with an existing account (ie user has to create a new Account), then require that user creates ...
6
votes
3answers
871 views

Create already converted lead

Is there a way to insert/load a converted lead? I have tried creating one in apex, but got some errors. Attempt 1: Lead l = new Lead(); l.isConverted = true; insert l; Result: System....