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.

Filter by
Sorted by
Tagged with
0
votes
0answers
18 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 ...
0
votes
0answers
15 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 ...
0
votes
1answer
57 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 ...
0
votes
0answers
18 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, ...
0
votes
0answers
17 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&...
0
votes
0answers
17 views

Lead conversion in salesforce lightning component and in salesforcemobile1

when lead status is X and record type is Y for certain lead record i am opening directly the lead converision page direectly using this url : " runtime_sales_lead__convertDesktopConsole?...
1
vote
1answer
38 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
votes
1answer
27 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....
0
votes
0answers
42 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. { ...
0
votes
0answers
14 views

Lead conversion when Person accounts are enabled

In financial services cloud when person account is enabled. When we convert a lead for a new organisation along with a associated contact details. Will a person account record also be created or is ...
1
vote
1answer
29 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 ...
1
vote
0answers
30 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 ...
0
votes
0answers
20 views

Lead Conversion customization test class is showing 0% coverage [code added] [duplicate]

Apex class for custom lead conversion: global class AutomatedLeadConversion { public static void Leadconvert(List inputs){ LeadStatus convertStatus= [SELECT Id, MasterLabel FROM LeadStatus WHERE ...
0
votes
0answers
28 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 = '...
0
votes
0answers
15 views

Execute the Apex code by current lead owner instead last modified because it causes email template translation issue

We have scenario like this: User submits the form from html page. It will create a lead in system and assign a lead owner using lead assignment rule. Apex trigger will do the conversion to account ...
0
votes
1answer
24 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 ...
0
votes
0answers
40 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 ...
0
votes
3answers
30 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 ...
0
votes
1answer
31 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 ...
0
votes
1answer
28 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 ...
1
vote
1answer
35 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 ...
0
votes
0answers
13 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 "...
0
votes
1answer
225 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 ...
0
votes
1answer
18 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, ...
0
votes
0answers
18 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 ...
1
vote
1answer
48 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.
0
votes
0answers
33 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 ...
0
votes
0answers
14 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 ...
0
votes
0answers
19 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. ...
0
votes
0answers
8 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 ...
0
votes
1answer
36 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 ...
1
vote
1answer
220 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 ...
0
votes
0answers
44 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....
0
votes
2answers
130 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 ...
0
votes
1answer
19 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 ...
1
vote
1answer
45 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 ...
2
votes
0answers
118 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 ...
0
votes
0answers
17 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....
0
votes
1answer
143 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 ...
-1
votes
1answer
46 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 ...
0
votes
1answer
40 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 ...
0
votes
0answers
88 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 ...
0
votes
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.
0
votes
0answers
58 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. ...
0
votes
1answer
223 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 ...
0
votes
2answers
56 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 ...
1
vote
1answer
29 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 ...
1
vote
2answers
313 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 ...
1
vote
1answer
35 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
4
votes
1answer
113 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 ...

1
2 3 4 5
8