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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19 views

Lead Validation error on Convertion

An error is happening, as shown in the image below, when I try to convert a lead. The user I'm trying to use to convert has access to view all Leads. And it also has access to convert leads. When I ...
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2answers
61 views

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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37 views

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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79 views

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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16 views

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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1answer
36 views

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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1answer
55 views

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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2answers
50 views

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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52 views

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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97 views

Require Validation for Converted Leads, Catch-22

I have 2 difference Lead Processes used by 2 different Business functions (and 2 different RecordTypes). Business function A (Bus A) wants to bypass Lead, Account, Opportunity validation when ...
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1answer
953 views

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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1answer
43 views

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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1answer
17 views

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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81 views

What does enabling "APEX Lead Convert" do to my current mappings, process builders and triggers?

Currently, our "Map Lead Fields" can only map to ONE object. I read that to be able to map lead fields to Account, Contact and Opportunity fields, we need to enable the APEX Lead Convert. ...
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61 views

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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20 views

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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78 views

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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1answer
48 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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209 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
208 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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0answers
17 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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0answers
21 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
56 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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15 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
34 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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105 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
84 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
94 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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64 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
98 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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261 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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0answers
16 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
138 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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81 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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0answers
77 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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1answer
223 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
57 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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508 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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1answer
41 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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0answers
187 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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0answers
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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1answer
28 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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0answers
271 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
122 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
155 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
435 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
201 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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1answer
1k 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
24 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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1answer
107 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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