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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24 views

Is there a standard way or field to identify contacts created from Lead Conversion [duplicate]

Wanted to identify contacts which are created after lead conversion . Is there a standard field or any standard approach to achieve this
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1answer
20 views

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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24 views

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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1answer
33 views

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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31 views

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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1answer
22 views

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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1answer
34 views

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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12 views

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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2answers
88 views

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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2answers
350 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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2answers
77 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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0answers
173 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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17 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
41 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
60 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
56 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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64 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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1answer
2k 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
52 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
20 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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136 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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63 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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0answers
28 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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88 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
63 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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348 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
335 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
28 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
71 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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16 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
65 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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0answers
140 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
90 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
128 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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1answer
171 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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1answer
190 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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97 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
97 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
313 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 ...
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1answer
62 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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0answers
635 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
54 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
222 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
30 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
330 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
156 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
183 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
597 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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