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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2answers
163 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 ...
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1answer
894 views

Convert Lead to Custom Object, Opportunity and Contact

I have a requirement to convert lead(a specific record type) to these 3 objects. (A Custom Object, an Opportunity and a Contact) The Custom Object will be the parent of the Opportunity and the Contact....
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0answers
382 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 ...
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0answers
445 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 : ...
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0answers
928 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 ...
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2answers
2k views

Lead Status Converted Value to Contact Status

We have a converted Lead Status value "Sales Accepted", which we have in a custom Contact Status field on the Contact level as well. When a Lead is converted, where do the Converted values get mapped ...
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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 ...
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2answers
355 views

Access isconverted field of Lead from Event

I have a trigger on Event where I'm querying the isconverted field of Lead but I'm getting this error: System.QueryException: No such column 'isconverted' on entity 'Name' I tried below queries: ...
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2answers
88 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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1answer
132 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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1answer
121 views

unable to get code coverage for my apex trigger

Hey i am new to salesforce. I write an apex trigger in lead.Whenever any lead is converted type picklist(standard field) in opportunity object has to updated with new-business.I had successfully wrote ...
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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 ...
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2answers
654 views

Query task in Lead conversion.?

When i am querying lead in Lead conversion trigger..My task query is returning null even there are task records associated with Lead object..I even try to hard-code query still its returning empty ...
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2answers
252 views

How to convert a Lead into a contact using salesforce IOS mobile

I am builiding an IOS mobile app ( native app ) which creates a Lead using the salesforce mobile SDK (IOS). I could not find an API to convert a lead to a contact like how you can do in Apex. Any ...
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1answer
1k views

Convert Lead to Opportunity via data loader

I'd like to convert leads to existing/new accounts with opportunities using data loader. How do I go about it? Also, which all fields do I need to map in data loader?
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1answer
244 views

validation falure

I am getting following error. java.sql.SQLException: ORA-20025: ORA-06512: at "DOPEY.SACCESS", line 1295 ORA-06512: at "DOPEY.CACCESS", line 2438 ORA-06512: at "DOPEY.CACCESS", line 2369 ORA-06512: ...
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1answer
291 views

Standard field values not updating on setting up Converted Account ID while Lead Conversion

I have designed a functionality to override the Lead Conversion standard functionality. The functionality works as follows : There is one custom setting which contains information of Lead field ...
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1answer
643 views

Passing Product from Lead to Opportunity on Lead Conversion

My company is interested in having Salesforce automatically create Opportunity line items upon lead conversion, based on data on the lead. What I have set up are lookup fields on the lead for Product,...
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2answers
654 views

Converting lead doesn't prompt for target object's required fields

I believe my issue is best explained through an example: I have a Lead that is being converted to an Opportunity. My Opportunity object has a custom required field that is not present in Leads ...
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2answers
2k views

Why does an opportunity is not shown for the converted lead?

I have an interesting issue where an opportunity that was closed of a converted lead, does not show on the relevant report. A lead was created The lead was converted to an Account + Contact The ...
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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 ...
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1answer
403 views

Change the account owner when a lead gets converted to account, contact and opp

I want to achieve a scenario where as soon as a lead is converted to an account I want to change the account owner, one thing here is that as soon as the lead gets converted to the account the round ...
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1answer
262 views

Using @InvocableMethod Apex Class how can I AutoConvertLead, but using Existing Contact ID from a custom field within same Lead record

Can anyone kindly help with amending the below code so that it can convert the Lead to an existing Contact (and contact's Account) by using the specified Existing Contact ID which would be stored on ...
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1answer
321 views

Should we use MasterLabel or API name for Lead Statuses while converting a Lead

I was working an issue reported while converting a lead on a customer org which was throwing an Invalid Status error which i had asked about in this thread. Referring to code in documentation here ...
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1answer
47 views

Change lookup relation parent on convert

I may have my terminology off as far as who the parent in the relationship is. However what I am trying to accomplish is take a custom object email_campagin__c attached to a lead and switch it over to ...
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1answer
233 views

custom lead fields not mapping values after using lead conversion class

I created a javascript button that will convert the current lead to a contact based on conditions that I've sent. It works as expected. The problem I have is the custom fields from the lead are not ...
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1answer
1k views

Marketing Cloud - Lead becomes Contact

What happens when a lead becomes a contact inside Marketing Cloud? I read that "All open and closed activities from the leads are attached to the accounts, contacts, and opportunities." in Salesforce. ...
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1answer
261 views

Conversion Error - Leads without the company field populated cannot be converted to a Business Account

I have Person Account enabled in my org. The default Account Record Type for my profile is set to Person Account. Whenever I try to Convert leads, I'm getting this error message... Leads without ...
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2answers
1k views

Attach existing opportunity to lead during lead conversion through Apex

I am trying to convert a lead and then attach an existing opportunity on it. Below is my sample piece of code. Public static void convertLeadUponDealApproval(String LeadRec,Id OpptyId){ Id ...
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1answer
52 views

Why can't I map Account Number on Lead Conversion

On the Map Lead Fields screen I don't see the option to set the Account Number. This seems like it should be doable... Am I missing something? The only work around I can think of is to set a ...
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1answer
70 views

Why doesn't lead converted date match to anything?

I'm creating some reports from SalesForce in a standalone reporting tool, I'm looking at how long it takes for a lead to be converted to an account and then for an opportunity to be attached. I ...
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1answer
74 views

Why is this test giving 0% coverage?

I have a simple trigger that I'm trying to deploy, but am getting a 0% code coverage error when validating. I had to modify the test slightly to get around another problem (changed "static testMethod ...
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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-...
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3answers
1k views

Insert Leads with active Assignment Rule through Dataloader

I want to insert 5000 leads using Data Loader, but I'm don't know how to active "Assign using active assignment rule" on insert. Is there a way to this on insert? Thanks,
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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: ...
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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 ...
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2answers
625 views

Convert Lead trigger only works sometimes

I have two triggers on the Lead object. One (before insert) checks to see if the Lead matches any existing Contacts (through a custom email object) and the other (after insert, after update) converts ...
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2answers
882 views

API creation of Opportunity and Primary Campaign

1) When Lead is converted to an Opportunity, we want to ensure all Campaigns from Lead flow to Opportunity as Campaign Influence records. This happens when User manually does the Lead Conversion ...
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5answers
3k views

Report to show Converted Leads sales - from opptys NOT created on the convert event

I discovered a bug/flow When my users convert leads, they do not always create an oppty, nor do they want to. It so happens, that once this oppty is created, if it wasn't created during the ...
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1answer
86 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
63 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
175 views

Custom Javascript Convert Lead Button

I tried to write javascript custom convert lead button with validation. Everything is working as expected but in the last two cases, after converting the client, the user is redirected to the newly ...
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2answers
726 views

Send an email to a contact when a lead is converted

I'm trying to send an automated email to the contact created when a lead is converted. I'm trying to use workflow but with no succes Here's the image of the workflow I created but with no success. I ...
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1answer
371 views

hiding converted picklist values in lead status Field

I have a lead process "Sales Manager". Now, i have list of picklist values "New","Process","Waiting","Finished". While configuring the picklist values, their are default values atleast one value need ...
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1answer
444 views

Lead Custom Field Mapping

I created one new lead custom field of phone data type. while i am trying to map to other object fields(consider any object, whether it could be account/contact/opportunity), it is not giving option ...
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1answer
635 views

How to find the original lead after it has been converted into an opportunity?

I've asked a similar question recently and got the answer I was looking for but still have a bit of a predicament. In the call centre, agents take calls from technicians who sell new business to ...
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1answer
1k views

The new owner must have read permission - on custom lead conversion

I am actually having this error when converting a lead : ConvertLead failed. First exception on row 0; first error: TRANSFER_REQUIRES_READ And in my code, I'm not changing the owner of the lead : ...
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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 ...
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2answers
256 views

Lead conversion - lead owner

When a Lead is converted in Salesforce, you can select a Record Owner for the new objects. -What happens to the owner field of the Lead? Will the Lead always be reassigned to the chosen Record Owner? ...
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1answer
61 views

Project focused Leads (not contact/account)

We are using Salesforce PE with API access. We'd like to make the Leads section focused on projects instead of account/contact. Our business and sales model revolves around chasing construction ...