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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1answer
21 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
31 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
18 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
25 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
29 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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1answer
34 views

Validation rule on lead conversion. preventing specific users ownership of records

I'm trying to prevent a specific user from owning Opportunity/account/contact records upon reassignment on lead conversion. Here is what i got so far and I cant seem to get it to work... Any kind of ...
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1answer
29 views

Lead Convert Issues

I have recently created a process builder that sets the lead type based on fields, date stamps when moved through the lead process stages, and sends email alerts when criteria is met. My users ...
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0answers
16 views

Multiple Lead Converter

Does anyone use the application Multiple Lead Converter? I installed the application but I am not able to see my leads on the Convert page.
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1answer
29 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 ...
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0answers
24 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 ...
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2answers
61 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{ ...
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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 ...
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1answer
31 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, ...
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58 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 ...
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1answer
23 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.
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23 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 ...
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0answers
32 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?
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1answer
31 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 ...
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0answers
36 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 ...
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1answer
60 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 ...
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1answer
34 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 ...
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1answer
38 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 ...
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1answer
51 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 ...
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0answers
23 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 ...
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1answer
237 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. ...
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0answers
46 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 ...
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1answer
78 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 ...
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1answer
150 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 ...
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1answer
214 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 ...
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0answers
46 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 ...
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2answers
247 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 ...
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0answers
44 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 ...
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1answer
25 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. ...
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0answers
368 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 ...
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1answer
566 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 ...
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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 ...
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1answer
135 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]...
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1answer
747 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 ...
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0answers
83 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 ...
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1answer
120 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,...
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0answers
56 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
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0answers
112 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
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0answers
109 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 ...
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0answers
77 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 ...
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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 ...
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1answer
50 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.
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1answer
211 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 ...
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1answer
235 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 ...
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1answer
134 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 ...
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1answer
87 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" ...