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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3
votes
2answers
2k views

Trigger to automatically convert lead to person account and match on PersonEmail

We have an Apex trigger that automatically converts a lead to a PersonAccount. We want to make sure that if there is already a PersonAccount with an email that matches that of the lead that we merge ...
3
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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/...
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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
votes
1answer
357 views

Error: Compile Error: Illegal assignment from List<Lead> to lead at line 14 column 5

public class ControllerLeadConvertView { public Id leadId; public String convertedAccountId ; public ControllerLeadConvertView(ApexPages.StandardController stdController) { ...
3
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0answers
593 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 ...
3
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2answers
2k views

field mapping of custom fields for lead conversion

While doing a lead conversion using Database.LeadConvert When we do the convert does it also convert the custom fields set using the Lead Custom Field Mapping which is set on the UI? I would think it ...
3
votes
4answers
841 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 (...
2
votes
3answers
2k views

How to make sure that an oppty is created upon lead conversion?

Once a lead is converted, there is a special oppty that is created, which is related to the converted lead. This is mostly used by marketing for lead-to-cash reports. What happens with our salesteam, ...
2
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2answers
2k views

Replicating the convert lead button

I will need to create my own "convert lead" button because I need to ensure that certain fields are updated when the button is clicked. However, I was wondering if there is a quick way of doing this, ...
2
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2answers
2k views

Creating campaign members and converting leads within same trigger?

I have a client with an existing Lead trigger (written by someone else) that creates campaign members when the lead is inserted. Client now wants additional functionality in the trigger, specifically:...
2
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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
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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
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3answers
715 views

Updating Lead Owner in trigger before lead conversion

I have a use case where I need to update the Lead.OwnerId during lead conversion. I want the resulting Account, Opportunity, Task & email to go to the new owner. I thought that I would be able ...
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 ...
2
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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 ...
2
votes
1answer
2k views

Trigger for Lead Convert trigger unit test coverage only 44%

i am working on this APEX trigger and unit test class. What it does for a existing lead -> a check out let's called "Ready to Convert" once is CHECKED and saved, the lead will be converted to Person ...
2
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2answers
1k views

How To Retrieve LeadConvertSettings with Force.com Migration Toolkit

I've been trying to retrieve Lead Conversion field mappings in order to add them to Metadata for deployment. I noted in https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/...
2
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2answers
55 views

Is it possible to convert Leads to Contacts with Person Accounts turned on?

Is it possible to convert Leads to Contacts with Person Accounts turned on? We are working on unwinding person accounts and going back to using contacts. We know that person accounts cannot be turned ...
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 ...
2
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2answers
105 views

Setting an Accounts Contact

So playing around just learning with APEX triggers, I am creating an Account and Contact when you create a Lead. So far everything works as I would like - however I wish to set the relationship ...
2
votes
1answer
456 views

Can't create Apex Class, need to convert lead via REST

I'm trying to integrate Salesforce with another service using the REST API, but it doesn't have a way to convert leads. I found this other answer: How do you convert a Lead via the REST API? but I ...
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
2answers
649 views

Global search not returning converted lead

We are searching globally with a system administrator profile for a specific email and no results are shown. However, when using the "Mass Delete Lead" feature from the Setup, I can find a converted ...
2
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1answer
586 views

Access to account, contact and opportunity on lead conversion

I was practicing for Sales Cloud and came across the following dummy question: Joe is the record owner of a Lead. A Lead sharing rule has been defined so that leads owned by Joe are shared with ...
2
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1answer
454 views

Assigning attachment on lead conversion to opportunity

I have a problem with apex code thats supposed to delete attachment added to account after lead conversion, and then add the copy of this attachment to opportunity. But when i convert my lead, ...
2
votes
1answer
280 views

Customize/Change Lead Conversion Wizard

Is there any possibility to make changes/customize the lead conversion process in SFDC? Currently, when converting a lead, the conversion process limits the required fields. In my case for ...
2
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2answers
1k views

How to map a standard field like phone to custom field in opportunity to a custom field

I'm new to sfdc.In my organization i tried to map phone standard field in lead to opportunity custom field.But i didn't get mapping field in map fields.I also create a formula field and tried to do ...
2
votes
1answer
140 views

Can You Update Fields via Dot Notation?

I have two custom objects, Subscription and Product User. Product User is a child object of Subscription in a Master-Detail relationship. In a trigger I have built, I want to update a lookup field (to ...
2
votes
3answers
249 views

What's the most accurate method to identify which lead is an opportunity/contact/account converted from

Just started to work with the lead conversion. What's the most accurate method to identify which lead is an opportunity/contact/account converted from? Thanks
2
votes
1answer
310 views

Prevent user returning from 'Qualified' Lead status value

Requirement: When users set lead to 'Qualified' I want validation to prevent them returning to any other status. I have tried the below but the validation kicks in when I am trying to convert because ...
2
votes
2answers
3k views

Lead Conversion: Setting the Opportunity Close Date

Currently in our Org when a Lead is converted and an Opportunity is created the Close Date on the Opportunity gets set to the end of the current Fiscal quarter... Is there a way to change this to ...
2
votes
1answer
1k views

Getting the Lead Id from a Visualforce page

I have the following Visualforce page: <apex:page standardController="Lead" extensions="myExtension" showHeader="false" sidebar="false"> <apex:form > <apex:commandLink action="{!...
2
votes
1answer
1k views

Disable task trigger on lead conversion

I wrote triggers that will be fired after inserting/updating/deleting task and event. What the triggers do is HTTP call out. When a lead is convert, tasks and events will be copied too, so the ...
2
votes
1answer
2k views

Lead Converted Status Not Appearing

Am I missing some sort of setting here? I know for a fact the 'Converted Status' on the Lead Process dictates the available Lead Statuses when converting a lead, and obviously SFDC's documentation ...
2
votes
1answer
2k views

Custom Button for Convert Lead with Javascript

I would like to prevent users from converting a lead if some fields are missing (State, country, company type) - I don't want to use standard validation, as I want the users to remain on the same ...
2
votes
1answer
542 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 ...
2
votes
1answer
87 views

Are Tasks associated with a Lead carried over to the new Opportunity on conversion?

As I understand it, when a Lead is converted using the standard Salesforce Process, three new Objects are created: a Contact, an Account, and an Opportunity, while the Lead is marked read-only and ...
2
votes
1answer
573 views

Lead conversion mapping - changing field reference

Our previous admin incorrectly set up our Accounts and Contacts to use a custom "lead_source" rather than the standard "leadsource" used in Leads. This make it impossible (for me) to map lead source ...
2
votes
2answers
179 views

Pause Lead Conversion Process for Validating Account Fields

Is there anyway to pause the Lead conversion process until some generated Account fields being validated? This is my road block When a user creates an account from standard layout we are generating a ...
2
votes
1answer
364 views

Visualforce replacement for ConvertedLeadView page

I have a trigger that automates the conversion of a Lead based on some criteria, and after the Lead gets saved (and converted) it redirects me to a page that gives information about the Lead's related ...
2
votes
1answer
853 views

Lead Conversion to Custom Object

On a lead conversion, I would like to convert the information on the lead to an additional object. This object will be associated with both the account, as well as the opportunity. trigger createApp ...
2
votes
1answer
1k views

Converting Lead to a specific Account type

On converting leads I want to be able to specify which Account type (not record type) will be created. Is there any way to achieve that?
2
votes
0answers
80 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
votes
0answers
129 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
votes
0answers
68 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
443 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
votes
0answers
67 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
votes
0answers
101 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
votes
0answers
406 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
votes
3answers
476 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 -...