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168 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, ...
1
vote
1answer
104 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
43 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
197 views

Process builder fails running in user context

In my organisation we are Using custom field called Lead_Source__c in lead object In opportunity level we are using standard field called LeadSource Now, i am unable to map it's not showing standard ...
3
votes
1answer
775 views

How to convert Related list of Lead to Accounts?

We have Custom object 'XXX' as a related list in Lead, during conversion of Lead to Account,the related lists of lead is not being carried to the account and also the related list records of lead is ...
0
votes
1answer
186 views

Populate custom Leads fields to Assets fields on 'convert'

My company wants to gather the client's assets at the lead stage and automatically populate the assets page of the account once the lead gets converted. The same assets fields currently exist as ...
0
votes
1answer
51 views

Lead Field Mapping Permissions

I couldn't find the specifics on this but when a user converts a Lead do they need access to Standard and Custom Fields they are mapping to or do conversions run in the System context? I have some ...
0
votes
0answers
608 views

Lead Custom Field Mapping Failing

I'm working with a client on a project and have encountered some very strange behavior with custom lead field mapping upon lead conversion. I've created two custom fields on Lead and Account, both ...
1
vote
1answer
315 views

Map Lead Source to the Account Source when converting the lead to an Account/Contact

We're running into some issues where we want to have the lead source come across as the account source when the lead is converted to an account. I figured this would be an easy thing to do, well, ...
2
votes
1answer
599 views

Lead conversion mapping - changing field reference

Our previous admin incorrectly set up our Accounts and Contacts to use a custom "lead_source" rather than the standard "leadsource" used in Leads. This make it impossible (for me) to map lead source ...