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
20 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
2
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1answer
449 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"))...
3
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1answer
35 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 ...
51
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3answers
17k 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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3answers
482 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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1answer
10 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
30 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
756 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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2answers
23 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
1k 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
416 views

Creating a 'Scorecard' on the Accounts Page

I'm trying to create a basic 'scorecard' section that will display the following information on the Accounts Page: Value Open Opportunities Valued Closed Won Opportunities Number Leads Total Number ...
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1answer
11 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
11 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
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 ...
0
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1answer
684 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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1answer
617 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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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 ...
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1answer
48 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
82 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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2answers
59 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....
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4answers
845 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 (...
0
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1answer
767 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 ...
3
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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: ...
3
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2answers
5k views

How to convert a Lead to Contact automatically?

I'm looking for help. I'm new to Salesforce, learning to become an Admin. We are developing a Web to Lead form. We'd like to automatically change anyone who submits the WTL form directly to a ...
8
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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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1answer
22 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 ...
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1answer
22 views

WHich fields are changed by Salesforce internally when a lead is converted?

When we convert a lead to a account which fields are changed internally by Salesforce for example: Lead Status is changed to Closed Converted, isConverted is changed are there any other fields which ...
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0answers
557 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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0answers
19 views

Does Apex lead conversion trigger Contact before/after insert triggers? [duplicate]

I have some updates I'd like to make on converted leads. I had it in my lead code - first convert the lead, then query for the converted contact and update. However, that was triggering ...
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1answer
12 views

Can I create custom paths for lead or opportunity number/conversions according to lead source?

I wanted to create a guided path in sales cloud for leads & opportunity. This path should be different for leads/opportunities from a different source. For example - I want to create a separate ...
0
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1answer
20 views

Insert code into lead conversion process?

We are trying to add some custom code in lead conversion process. When converting a lead, we need to generate a record of a custom child object or Account? I am not thinking about a custom lead ...
13
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2answers
37k views

What Happens When A Lead Is Converted?

I'm new to SalesForce. What happens when the Convert button on the Lead Details page is clicked? I've read that The lead is marked as 'closed'. An Account object is created. An Opportunity tied to ...
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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 ...
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3answers
2k views

Can anyone suggest a good Mass Duplicate Leads Merge Free tool?

what are the best Free tool for lead find duplicates and merge? Default lead merge only allows three records to merge. I need to merge more than one records We have figured out 1500+ leads which have ...
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1answer
61 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
61 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 ...
1
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1answer
90 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 ...
0
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1answer
81 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 ...
1
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1answer
66 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 ...
0
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1answer
2k views

Trigger to convert lead to existing Account

We have a system that feeds vetted Accounts into our Salesforce, but the process originates in the Salesforce Lead object. Thus when approved, the Account is created by feed, so the Account will ...
0
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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 ...
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0answers
25 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
57 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 ...
2
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2answers
1k views

Revert lead conversion

I accidently converted a lead. Is there any way to undo this operation. I have seen one solution which says create another lead using data from contact and account which was created after lead ...
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0answers
41 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
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2answers
2k views

Lead Status Converted Value to Contact Status

We have a converted Lead Status value "Sales Accepted", which we have in a custom Contact Status field on the Contact level as well. When a Lead is converted, where do the Converted values get mapped ...
1
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2answers
88 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{ ...
1
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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 ...
0
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1answer
155 views

Custom Campaign Member URL button Lead Conversion

I have created a custom lead conversion process. Now I have a requirement to add that custom process to campaign members. To do that I created a URL Detail Page Button. I thought what I had would ...