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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12 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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30 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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19 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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1answer
22 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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2answers
28 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
27 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
56 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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1answer
31 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
43 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 ...
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1answer
17 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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31 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
35 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
14 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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35 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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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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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 ...
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9 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
116 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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1answer
49 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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2answers
78 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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1answer
24 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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24 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
26 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
13 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 ...
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1answer
23 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 ...
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1answer
29 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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1answer
69 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
85 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 ...
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1answer
119 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 ...
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1answer
104 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 ...
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1answer
105 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 ...
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1answer
39 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
30 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
65 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 ...
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61 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 ...
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2answers
102 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{ ...
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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 ...
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1answer
199 views

Why is my Lead Source not mapping over to Account & giving me an error?

When trying to convert a Lead with a Lead Source set, It will not convert and I receive the following error: Error: Your lead is missing a field mapping for the Account.Lead Source field. For help, ...
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118 views

Future call firing twice on leadconversion trigger

Here is a brief of what i am doing on my trigger Before update and Before insert updates a Account lookup field After update and after insert converts the lead if the lookup field is filled in ...
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1answer
24 views

Assign Lead To a person

I create a new lead. Based on a criteria, I assign to another person. In this case 5 == 5, so it will always be true. How can I confirm the lead has now been assigned to this person.
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25 views

I have 2 lookup fields in Lead for 2 different custom objects. I want to map both of them to 2 Opportunity custom fields upon Lead conversion

Brands__c , Corporate__c are two custom object. I have two look-up fields in Lead form to set Lead's Brand and Corporate Just as Account and Contact. Now I want to move both fields to opportunity upon ...
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36 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?
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1answer
43 views

How to perform lead conversion activity based on the email click in marketing cloud?

I want to send an email to my leads with a clickable button with unique url. I want to put a trigger base activity which converts lead into opportunity as soon as user clicks on that button. I know ...
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122 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 ...
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1answer
120 views

Error when converting a Lead record

When converting a Lead record the following error message is displayed: System.DmlException: Insert failed. First exception on row 0; first error: INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST, bad value ...
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1answer
67 views

Link files lead to new custom object

On Lead conversion I also create a new object to which I map several fields of the lead trough processbuilder. I also want to pass the files from the lead to the new custom object. I am trying to do a ...
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1answer
46 views

Convert files Lead to Custom object

I have files (ContentDocument) attached to a Lead on conversion I map the Lead to a custom object trough process builder. Is there a Id or field I can use to map the files attached to the custom ...
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1answer
78 views

How to copy Lead related objects to Opportunity when Lead Converted

I would like to copy all related Lead Products from Lead to OpportunityLineItems for the Opportunity when the Lead is converted. I thought there might be a base Apex class I could extend to ...
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0answers
28 views

Update Account level fields through journey builder based on the response received from email sent to Lead?

We're using marketing cloud, integrated with sales cloud, to send emailers. There are two objects, "Lead" & "Account". Both object have a field named "email_status". Whenever a new Lead is ...
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1answer
487 views

Convert Lead button working in Lightning and Sandbox but not Classic

The Convert Lead button has suddenly stopped working in Classic. The button is on the lead page but when clicked nothing happens. No changes have been made to permissions and I've rechecked them all. ...

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