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
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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
308 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
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0answers
213 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 ...
4
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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 (...
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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0answers
638 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 ...
2
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0answers
177 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
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0answers
142 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
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0answers
82 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
585 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
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0answers
69 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
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0answers
109 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
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0answers
442 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
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3answers
593 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
202 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
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0answers
391 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
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0answers
463 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
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0answers
975 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
1answer
14 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 ...
1
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0answers
48 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 ...
1
vote
2answers
182 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 ...
1
vote
1answer
33 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
1
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0answers
38 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 "...
1
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0answers
17 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
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0answers
94 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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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 ...
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0answers
38 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
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0answers
54 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
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0answers
53 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
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0answers
729 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
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0answers
89 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
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0answers
145 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
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0answers
146 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
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1answer
454 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
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0answers
262 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
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0answers
61 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
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0answers
794 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
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0answers
395 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
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2answers
129 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
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0answers
203 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
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0answers
620 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
679 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
648 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
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0answers
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 "...
0
votes
1answer
19 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 ...
0
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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 ...
0
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0answers
19 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 ...
0
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0answers
12 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 ...
0
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0answers
14 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. ...