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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Lead Conversion customization test class is showing 0% coverage [code added] [duplicate]

Apex class for custom lead conversion: global class AutomatedLeadConversion { public static void Leadconvert(List inputs){ LeadStatus convertStatus= [SELECT Id, MasterLabel FROM LeadStatus WHERE ...
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28 views

Lead Conversion customization test class is showing 0% coverage [duplicate]

@isTest public class LeadConversionAutomation_Test { public static testmethod void TestLeadconvert (){ Lead testLead = new Lead(LastName = 'TestLName',FirstName = '...
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15 views

Execute the Apex code by current lead owner instead last modified because it causes email template translation issue

We have scenario like this: User submits the form from html page. It will create a lead in system and assign a lead owner using lead assignment rule. Apex trigger will do the conversion to account ...
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2answers
2k 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 can I make a SOQL which selects Leads filtered by a Converted Account Field not being true?

We have a requirement, after leads are converted, we are sending data to a partner about them. We have a batch process which will periodically look for newly converted leads, send the data to the ...
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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
479 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
787 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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3answers
2k views

Populate Lookup field on Opportunity upon Lead Conversion

I am trying to populate a Contact lookup field (Sourced_By__c) on the Opportunity with the Converted Contact upon Lead Conversion but am not having any luck. I do not get an error but it also does not ...
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27 views

Database.convertLead() - when validation exception fires, it is not possible to catch it

I've got implemented code where I do automatic Lead conversion. The conversion works fine, but there are some custom validation rules in the org. When these validation rules fire, an ugly message is ...
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2answers
465 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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3answers
20k 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
657 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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2answers
1k 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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3answers
26 views

Error : Illegal assignment from Schema.SObjectField to Id

I have create lookup relationship between lead(parent)& case(child) and opportunity(parent)& case(child).When converting the lead, I would like to update the lead case field to the opportunity ...
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1answer
29 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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1answer
24 views

Is it possible to map lead case to a opportunity case?

I create a lookup relationship between Lead(Parent) and Case(Child) Object .When I convert the lead,the lead case field will be updated into opportunity case field. Can anyone explain how to do this ...
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3answers
650 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
16 views

How can i assign specific record type to opportunity while converting lead via database.LeadConvert

I have a trigger on events which on receiving data creates leads and then converts it to Opportunity. The problem is the record type is assigned to specific profile level default for the user that is ...
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1answer
26 views

Lead Conversion linking existing Contact (Person Account) doesn't run Account triggers

In person Accounts enabled org, when you convert a Lead linking existing Contact (i.e. Person Account), it doesn't seems to run the Account triggers upon Contact update. for example, Lead Lead A has ...
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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
1k 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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3answers
5k views

how to access converted leads

Hi i have a custom button which will do lead conversion. After clicking on that , lead gets converted. But as a test user , i am not able to see the converted lead. But i can see as system ...
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0answers
96 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
682 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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9 views

Prevent overwriting standard field values during lead conversion?

I have an existing account with a name of "Example Company" with a "http://www.example.com" in the website field. When I convert a lead with a different value in the website field and attach it to "...
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1answer
58 views

Convert the lead created in a screen flow to an opportunity automatically

I have lightning flow which creates a new Lead record. Now my requirement is that, as soon as my lead gets created its has to be automatically converted to an opportunity. I understand, that I can ...
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1answer
17 views

Apex and preventing certain fields from carrying over during lead conversion?

Is there a way via Apex or other to prevent a custom field from being carried over from the Lead to the Account during lead conversion despite the field being explicitly mapped? 95% of the time, ...
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0answers
16 views

Not getting option to choose existing Contact, Account and Opportunity at the time of Lead Converstion

Once we convert Lead, we get the modal in which we can choose the existing Contact,Account and Opportunity, but for my org it looks something different also, I have checked the Convert button , we ...
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4answers
1k 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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1answer
43 views

In which object, lead conversion field mappings stores in Salesforce

I have a requirement where I want to do the Lead conversion field mapping using apex code instead of doing it manually.
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26 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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2answers
253 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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0answers
13 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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17 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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0answers
7 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
163 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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0answers
43 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
74 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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1answer
19 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
33 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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0answers
17 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....
2
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0answers
453 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
112 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
41 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
39 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
147 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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0answers
61 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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