We’re rewarding the question askers & reputations are being recalculated! Read more.

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.

97 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
8
votes
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() {}...
5
votes
1answer
295 views

Does opt_allOrNone guard against partial lead conversions?

There is a brief note at http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_convertLead.htm about opt_allOrNone preventing partial success of the convertLead DML operation: The ...
4
votes
0answers
148 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 ...
3
votes
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: ...
3
votes
0answers
587 views

Converted lead results in 'ConvertedAccountId' being NULL?

I am responsible for an integration with our customer's Salesforce systems using the REST API. I have been operating under the assumption that whenever a Lead is converted, then it will have the ...
3
votes
4answers
812 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 (...
2
votes
0answers
70 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 ...
2
votes
0answers
127 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 ...
2
votes
0answers
68 views

is there any separate lightning lead conversion class?

So i came across lightning lead conversion process that allows you to convert a lead to existing opportunity and updates the OpportunityId on lead as convertedOpportunityId. what i'm wondering ...
2
votes
1answer
425 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"))...
2
votes
0answers
67 views

conversions problem

We have installed the complete code in every page of our site, before closing the body tag, we have also installed the conversion code on our website, the code retrieves the information, but we do not ...
2
votes
0answers
100 views

Lightning UI - error after automatic lead conversion by trigger

Having a trigger to check if tasks/activities of a lead, to match a conditions then we do auto-convert the lead. On Salesforce classic, everything just go fine as expected. Unfortunately, Lightning ...
2
votes
0answers
404 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-...
2
votes
3answers
467 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 -...
2
votes
2answers
157 views

is there a way to convert a lead to an account with a particular recordtype programatically

I am programmatically convert a lead into Accounts and contacts. Is there a way we can convert a lead to an account of particular recordtype? I cant seem to find anything on this on the docs. I do ...
2
votes
0answers
377 views

Insufficient Privileges During Lead Convert - Trigger Doing Owner Change

I have a basic trigger that defaults the owner for accounts and contacts upon lead conversion. After turing on triggers and validations for lead conversions this is mostly working, but in some cases ...
2
votes
0answers
444 views

Mass Lead Conversion Error

I have written the common lead conversion snippets within for loop and I got this Error. Yes following code creates Account and Contacts properly but it doesnt create any Opportunity. ERROR : ...
2
votes
0answers
921 views

Duplicate account IDs when using Database.convertLead()?

Does Database.convertLead() allow conversion of multiple leads to the same account at once? That seems like it should be no problem, but I'm getting strange errors in my unit testing. I wrote a lead ...
1
vote
0answers
15 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 ...
1
vote
0answers
38 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 ...
1
vote
0answers
47 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 ...
1
vote
0answers
34 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?
1
vote
0answers
48 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 ...
1
vote
0answers
49 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 ...
1
vote
0answers
527 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 ...
1
vote
0answers
70 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:...
1
vote
0answers
115 views

LeadConvert.setOverwriteLeadSource not behaving as expected?

I'm working on a custom lead conversion application, and one of my requirements is to overwrite existing contact data (email, phone, custom fields) with the data in the lead object when converting a ...
1
vote
0answers
135 views

How do I send a parameter to the lead convert page for Opportunity Name field. IN LIGHTNING!

IN LIGHTNING EXPERIENCE: I want to pass the Opportunity Name as a parameter to the Standard Lead Convert Form, so that users can just deal with the Account creation and press save, if they leave the ...
1
vote
1answer
333 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 ...
1
vote
1answer
331 views

Lightning Experience lead conversion shows empty picklist for Converted Status

I created a path for the lead conversion process. Now I reached the final step in my path in Lightning Experience, and I am trying to convert my lead. However, the Converted Status picklist is empty: ...
1
vote
0answers
224 views

Bulk conversion of leads results in non-bulk behavior

I'm fairly certain that I've discovered a bug. When trying to convert leads using the Database.convertLead(List<LeadConvert>,Boolean allorNothing) in my org, the resulting conversions exhibit ...
1
vote
0answers
60 views

When Converting Lead to Account, is it possible to update the parentId of a query?

When I create a list on a Lead, and then I convert the Lead to an Account, the list I created can not populate in my custom VF page because my logic is pulling the parentId. Is there a way to update a ...
1
vote
0answers
672 views

Converting Lead Duplicate Error

I am converting leads through apex using the LeadConvertClass methods. But sometimes the converted lead information already exists on the system under a contact record, which gives me the following ...
1
vote
0answers
331 views

Account/Contact/Opportunity Owner wrong during lead conversion: Is this a good work around?

As you may know when you try to convert a lead ,during the execution of the lead convert ,the Account/Contact/Opportunity objects owner id's are set as the current user Id instead of the lead original ...
1
vote
2answers
105 views

Where do notes live after a lead has been converted?

I'm writing an integration for a client using the SOAP API in PHP. The client would like to keep notes in Salesforce synchronized with notes in their back office system. In order to do this, I've ...
1
vote
0answers
170 views

Report on Activities on Converted Leads

We need a report to show all Activities on a Lead before it was converted. Is it possible to do it? As per the Salesforce help, Activities on Leads are moved to Account, Contacts and Opportunities ...
1
vote
0answers
618 views

Validation rule fires - not sure why

I have a validation rule on an accounts' field AND (ISBLANK(Bill_To_Account__c),ISPICKVAL( Owner.UserType ,"PowerPartner")) That checks for the 'Bill_To_account__c' to have a value, if the accounts' ...
1
vote
0answers
671 views

How to trigger workflow on Account after lead conversion?

as far I can remember there is leadid that is accessible from API, but in workflow formula it is not. Is there a way to run workflow on newly created (converted) account? My immediate idea is to ...
1
vote
0answers
52 views

Lead convert VR doesn't fire when account already exist

Hoping you all can help me out with this! I have a Validation Rule that has a few required fields on the lead when converting to an opportunity. However, it becomes unnecessary when converting a lead ...
1
vote
1answer
597 views

how to test trigger that modifies Opportunity of converted Lead

I have a trigger that runs when a lead is converted, and populates a field on the converted opportunity. Now I'm trying to write a test class for it, but can't figure out how to access the value of ...
0
votes
0answers
12 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 "...
0
votes
0answers
7 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 ...
0
votes
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,...
0
votes
0answers
8 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 ...
0
votes
1answer
47 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 ...
0
votes
2answers
56 views

Validation Rule on Lead Conversion

I have a validation rule on Opportunity that I want to fire only when a new opportunity is created without Lead Convert process. It should not fire when an opportunity is created using Lead conversion....
0
votes
1answer
21 views

How to import conversions from custom object into adwords from salesforce sales cloud?

I've implemented standard salesforce & google AdWords integration. Though, this integration only syncs Lead & Opportunity object. How do I connect a custom salesforce object with Adwords and ...
0
votes
1answer
26 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 ...
0
votes
1answer
74 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 ...
0
votes
1answer
37 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 ...