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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16 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 ...
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1answer
1k views

Test class showing error : Converted Account empty for a Converted Lead.: [ConvertedAccountId]

I need to write as test class to cover public without sharing class CMassConvert { public boolean hasErrors; public String errorMsg {get; set;} //constructora public CMassConvert() {}...
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2answers
139 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 ...
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12 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 ...
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14 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. ...
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4 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 ...
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1answer
2k views

Editing Converted Leads and Spring 17

I am working with a customer who (despite my reservations) has set up their system to continue to modify Leads after they have been converted. They are doing this using the Spring 16 technique here: ...
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1answer
443 views

update status of task related to converted account from lead

I have written a trigger to create a new task related to a Lead with some information, this is working properly The issue is when I convert this lead, related task will automatically move to ...
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1answer
780 views

Automatically Open Opportunity After Lead Conversion

I have a vf page that controls conversion. I want it to work so that once I convert the system automatically redirects to the opportunity created or it grabs the ID of the opportunity created and ...
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4answers
969 views

Lead conversion unit tests throw errors for validation rules that use custom settings

I'm running into an odd issue with some of my unit tests & can't seem to find out what exactly is causing it the problem. Several of my unit tests revolve around converting a lead to an account (...
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10 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 ...
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2answers
414 views

Working with Lead Conversion with trigger

I am trying to write a trigger on lead which gives result as Whenever i update a lead, that should be converted into account, contact and Opportunity. I wrote a trigger, but it is showing following ...
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1answer
41 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 ...
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42 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....
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2answers
24 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 ...
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2answers
968 views

On Lead Conversion update Contact field

Requirement: The registration date on Contact needs to be updated to Today() if lead is converted. Process Builder Solution: In criteria, I checked isConverted and ConvertedContactID as not null, in ...
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1answer
15 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 ...
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1answer
26 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 ...
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3answers
570 views

Non-technical: Can an existing customer be a lead?

This question is non-technical. It's more based on the principles of CRM and how SalesForce implements those principles: When talking about new customers and the sales funnel it's quite clear: Lead -...
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0answers
21 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 ...
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1answer
547 views

Lead Conversion Validation rule error

I Created a validation rule on Lead to not select inactive Account while conversion, here is the validation rule that throws the error AND(IsConverted = True, ISPICKVAL(Account_Status__c,"Inactive"))...
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14 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....
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0answers
436 views

ORA-20025 converting lead to contact

I am trying to convert lead to contact and I get this error: ORA-20025 common.exception.SfdcSqlException` ORA-06512: at "SNEEZY.CACCESS", line 2399` ORA-06512: at "SNEEZY.CACCESS", line 585` ORA-...
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1answer
61 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 ...
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1answer
38 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 ...
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1answer
37 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 ...
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2answers
43 views

Querying Converted record's Owner related field on Lead conversion

I am trying to query the converted Accounts field on Lead conversion, but always returns null. I tried to query these values in different SOQL and returns the value. since i do not want to write ...
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1answer
52 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 ...
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26 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 ...
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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.
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1answer
911 views

Field not available in Lead field mapping when converting

I'm trying to map a picklist field on Lead to a matching picklist field on Opportunity when doing the conversion. This field doesn't seem to be available when going to 'Map Lead fields'. Could this ...
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20 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. ...
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3answers
2k views

CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead:

I am getting an error CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead: when I try to convert lead through Apex. I am adding lead to CampaignMember where I have a trigger where it check ...
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1answer
656 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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2answers
40 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 ...
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1answer
28 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 ...
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1answer
32 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
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1answer
65 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 ...
52
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3answers
19k views

Lead Conversion Trigger Order of Execution

I've got a project where I'm looking to tweak the standard lead conversion process. Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by ...
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1answer
21 views

In lead conversion page, instead of '--None--' option for Account Name field. I want to pre-populate existing account

Detailed requirement: I have Account lookup field(Field Name is "Existing_Account__c") on Lead object. In lead conversion page salesforce by default displays "--None--" option for Account Name. But ...
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0answers
34 views

Convert Lead activity issue in JB

Journey ScreenshotOur MC org is integrated with a Sales Cloud org. I have attached Journey screenshots with client name blanked out. I have been trying all sorts of configuration options on the "...
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2answers
60 views

Validate Lead RecordType matches Target Opportunity Record Type before Converting

Scenario We have two types of opportunities and two types of leads. The two opps are for different business processes related to the customers specific needs. We currently have sales agents able to ...
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1answer
2k views

Marketing Cloud - Lead becomes Contact

What happens when a lead becomes a contact inside Marketing Cloud? I read that "All open and closed activities from the leads are attached to the accounts, contacts, and opportunities." in Salesforce. ...
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1answer
18 views

Avoid or prevent Lead edition when status is “Qualified”

I have the next requirement: When users set lead to 'Qualified', I want a way to prevent them to editing any field. I've tried some things like validation rules like this: ISPICKVAL(PRIORVALUE(...
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0answers
81 views

Lead Conversion Error with Lead Source Dependent Picklist

We need a choice in our Lead Source option referral, so we created a dependent picklist for referrals. This referral source field gets pushed to the contact and account records when the lead is ...
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0answers
13 views

LeadConvert - Do not Create a contact like setDoNotCreateOpportunity(True);

I have some older code where when we do a lead convert we can either create a new contact if one is not found or update an existing contact. When creating a new contact this works fine: Select Id,...
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0answers
16 views

Contact Process fails when converting Lead

What I'm trying to do When the Contact Email field is updated, add the Email field value to a custom field in the related Account record. How I'm trying to do it Using a Process. It is configured ...
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0answers
13 views

Hide lead records from global search and list view including system admin

I have implemented lead conversion from apex class. I have done that correctly. But after the conversion I want to archive the lead(Hide the lead from list view). In standard lead conversion ...
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1answer
51 views

Before Trigger on Lead Conversion doesn't appear to be firing in Test Method

I am writing a test to test lead conversion. The test is failing because the lead has a failing lead validation rule that checks a custom field value that is set using a Before trigger. However, even ...
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1answer
140 views

How to use google lens to scan business cards and save the fields in salesforce lead and contact objects?

I am trying to understand how the Google lens for card scanner works? If there is a way to implement that which Salesforce. For example if you scan a card from mobile using Google lens card scanner ...

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