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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51
votes
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 ...
2
votes
1answer
3k views

“Enable Validation and Triggers from Lead Convert” not appearing, why?

Under what circumstances will the "Enable Validation and Triggers from Lead Convert" setting not appear in the Setup > Customize > Leads > Settings page? We did a customer install into an EE org and ...
2
votes
1answer
3k views

How do you convert a Lead via the REST API?

Am a bit new to Salesforce, integrating with our existing systems which uses Python, so I'm making use of the simple_salesforce module. It's working great, except I cannot figure out how you convert a ...
13
votes
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 ...
1
vote
2answers
6k views

ERROR: cannot reference converted lead

Am trying to Update Leads. When Lead converted flag is true. Lead Status is Contacted. I have to update all the contacted leads to Converted. Am Getting this error on the data loader: ERROR: ...
1
vote
1answer
1k views

Lead Conversion Trigger Issue (After Update/After Insert)

I've spent the last week on this now, and it's gone from an annoyance to a horrific pain. We have a process wherein leads can either be (1) created with a unique identifier and then are auto-...
1
vote
2answers
2k views

Account Required Field Missing on Lead Conversion

I have Account object with custom mandatory fields. While converting a Lead when I choose a Create New Account option getting an error as Insert Failed: Required Field Missing. As a beginner I don't ...
0
votes
2answers
3k views

Convert lead in salesforce without creating an account?

Once a lead is converted it automatically creates an account, contact and one opportunity. But in my case i want to display the result without creating an Account. Please provide me with a sample code....
7
votes
1answer
5k views

Mass Lead Conversion - Programmatically or Using Data Loader

Is there a way to mass convert leads into accounts and contacts using data loader? I believe that Partner API exposes a method that we can call to mass convert leads. Is there a way in Apex (using a ...
11
votes
1answer
2k views

RECORD_IN_USE_BY_WORKFLOW, Unable to convert lead that is in use by workflow: []

In my Apex class i am converting leads. When i test my code through UI it is working fine but when i run my test class it get failed and shows this error: 22:21:47.413 (413465000)|FATAL_ERROR|...
2
votes
1answer
546 views

Leads converting to Contacts in Journey Builder

How do I handle the use case in a Journey where a lead in Salesforce can convert and become a contact, in which case we still want the customer record (lead or contact) to go through the same seamless ...
1
vote
1answer
298 views

Prevention of Lead conversion as it has a time based action queued

I have a process builder which fires on lead creation. It creates a time based action, which says that a chatter reminder will be posted after 7 days if no activity on the lead has been made. So if ...
5
votes
2answers
658 views

Best approach for integrating Converted Leadswith External Ids

Whats the best process for converting leads with external ids? I have an integration where I need to convert leads. The conversion needs to happen on an external id. I can't pass in the Salesforce ...
3
votes
2answers
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 ...
3
votes
2answers
7k views

How to Convert a Contact back to lead - and delete the old contact and account

I need the option to convert contacts back to leads, and delete the old contact and account. Suggested links work only half way - meaning: they create the new lead. http://boards.developerforce.com/...
2
votes
2answers
3k views

On updating an account with a lookup to Lead: Cannot Reference Converted Lead

I am clear on the fact that converted Lead records cannot be updated. This probably makes sense to somebody... Is there a way to allow the population of lookup fields that refer to converted Leads? ...
2
votes
4answers
1k views

Invalid convertedStatus

When i am converting lead via apex, i get an error Invalid ConvertedStatus. I have made sure that the Lead Status has correct converted status. Also the status is Active We have recordtypes set on ...
2
votes
2answers
2k views

create user in trigger of contact

Please help me as I am new to salesforce. i want to create a user record when a contact is inserted. Not all contact but contact which are being converted from lead. i have created a custom checkbox ...
1
vote
1answer
957 views

How can I set the Account Record Type for Lead conversion?

I have a Lead that is automatically converted using a trigger. The default Record Type for this profile is Person Account and it works as expected. Now I need to explicitly set the Account Record Type ...
1
vote
1answer
6k views

Trigger to update converted Lead's Opportunity with information from converted Contact

I'm having an issue with a trigger, and can't seem to figure it out, so I'm hoping someone can help me. Basically, I wrote a trigger that runs when a lead is converted. It is supposed to populate a ...
1
vote
3answers
3k views

Skip the validation rules for Opportunity during lead Conversion

The scenario is I only want to validate the field upon record update not creation.It works successfully when I create or update record manually with validation rules.But it fail when I convert the ...
0
votes
1answer
1k views

Create a record in a custom object when a lead is converted

I am trying to figure a way to create a record in a custom object whenever a lead is converted as certain fields are populated. The object in mind is something I call "License Agreement." Would this ...
0
votes
1answer
101 views

Remove “Create New Account: xxx” from picklist

I have the following code on my Apex component as part of a custom lead conversion process. The user can select an account here OR create a new account. I want to remove the "Create New Account: xxx" ...