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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315 views

Map Lead Source to the Account Source when converting the lead to an Account/Contact

We're running into some issues where we want to have the lead source come across as the account source when the lead is converted to an account. I figured this would be an easy thing to do, well, ...
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1answer
237 views

Lead to Contact conversion with custom relationships

So I have a custom object that have lookup fields for Leads and Contacts. When a user converts a Lead to a Contact, how would I make it so that custom object's Lead value propagates to the Contact ...
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2answers
1k views

Check Convert Lead permission

How to check whether logged user having 'convert lead' permission on lead object or not?
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2answers
351 views

CampaignMember AfterUpdate trigger doesn't fire after lead conversion

A Campaign Member After Update trigger should fire after a lead in a campaign is converted, correct? My AfterUpdate trigger is not firing at all in unit testing. I have enabled "Require Validation ...
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1answer
669 views

Set custom Opportunity fields in convertLead()

I'm fairly new to Apex/Visualforce and I'm a bit stuck here. I have a custom Visualforce page and Apex controller for a Lead Convert button in which a new Opportunity is converted, and I'm trying to ...
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1answer
409 views

Populating Account record from Lead in an Account before insert trigger

There are lot of discussions on Lead conversion. I'd just need to know is there any possibility to track whether the Account is being created upon a Lead conversion and if collecting information of ...
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1answer
145 views

Are leads in lookup relationships still kept after conversion?

If I have a lookup field with a lead in and later convert that lead, what happens to the value of the field? I read somewhere that converted leads were only visible in reports.
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2answers
783 views

Ruby on Rails Example

I have a Rails app from which I would like to convert a lead and merge it with an existing account. Does anyone have some sample code using Ruby? I have found C# and Java examples and understand the ...
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2answers
1k views

how to Create a trigger to copy attachment of lead to opportunity at the time of lead conversion [closed]

I need to create trigger to copy attachment of lead to opportunity at the time of lead conversion.
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2answers
3k views

Associate Custom Objects to Account & Contact after lead conversion

We have a custom object that initially is related to lead, and upon lead conversion needs to be associated to account and contact. the custom object has lookup fields to lead, account and contact. I ...
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1answer
1k views

How to create master detail object that is attached to both a lead and contact

Using an Ajax email handler we have created an object that contains the transcript from a mibew.org chat. If the contact exists in our database the transcript is attached as an object (and on the ...
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0answers
29 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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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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19 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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40 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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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
34 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
92 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
394 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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48 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 ...
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0answers
49 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 ...
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549 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 ...
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1answer
144 views

How to get the standard behavior of lead convert in a custom page?

We Duplicate rules enabled. When converting a lead, a return page, with possible duplicates appear, with buttons: 'Convert to Selected' or 'Convert to New' We have a custom page for the lead convert,...
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70 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:...
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120 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 ...
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0answers
135 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 ...
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1answer
345 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 ...
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1answer
334 views

Lightning Experience lead conversion shows empty picklist for Converted Status

I created a path for the lead conversion process. Now I reached the final step in my path in Lightning Experience, and I am trying to convert my lead. However, the Converted Status picklist is empty: ...
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232 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 ...
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60 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 ...
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689 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 ...
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332 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 ...
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2answers
106 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 ...
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0answers
175 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 ...
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1answer
107 views

No target field in Opportunity to match source Lead field - Lead Field Mapping

How do I send field email from lead when I convert from opportunity I made a look up field in opportunity to Lead and I made a custom field in lead, but when I go to "Lead Custom Field Mapping" there ...
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1answer
1k views

Converting leads without giving edit perm on Accounts

My requirement is that sales reps cannot create or edit accounts but we want to enable them to convert leads when there is an existing account in place, in order to create new contacts and ...
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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' ...
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0answers
671 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 ...
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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 ...
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1answer
603 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 ...
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3answers
2k views

Can anyone suggest a good Mass Duplicate Leads Merge Free tool?

what are the best Free tool for lead find duplicates and merge? Default lead merge only allows three records to merge. I need to merge more than one records We have figured out 1500+ leads which have ...
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3answers
213 views

Unable to mass edit leads

I am new to sfdc.I had created a sales process in my organisation.For creating leads we have two options available.In my organisation research team is there to assign leads to users.Before creating ...
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1answer
556 views

can't assign convertedAccountId in lead after trigger for lead convert

I am trying to create one more contact for a lead which we convert and I wrote following code for this: public with sharing class LeadTriggerHandler extends TriggerHandler{ public ...
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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....
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1answer
782 views

How to convert a LEAD to Person-Account directly (without any API or code)?

Is it possible to convert a Lead to Person-Account directly similar to normal B2B accounts. I read it somewhere as, we need to keep the Company field in Lead as blanks to convert the Lead Contact ...
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2answers
67 views

Automatic lead convertion

I have this trigger trigger LeadTriggers on Lead (after insert) { if(Trigger.isAfter && Trigger.isInsert) LeadAfterInsertHandler.process(Trigger.new, Trigger.newMap); } But I want it to ...
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1answer
110 views

Avoid duplicate lead name creating instead of lead name , update all details using Trigger

This trigger is basically fired on before insert & before update. I am trying to automatically convert lead to Account,Contact & Opportunity. My condition is when an Same Name Lead is inserted ...
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1answer
357 views

Lead Conversion Custom Fields

How can I have custom fields from lead to show up in the lead conversion window which must be filled in in order to convert the lead?
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2answers
3k views

how to access converted leads

Hi i have a custom button which will do lead conversion. After clicking on that , lead gets converted. But as a test user , i am not able to see the converted lead. But i can see as system ...
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1answer
857 views

How to customize the Lead Conversion Standard Email Notifications?

I am trying to customize the Lead Conversion Email notification. This notification is enabled through checking the "Send Email to the Owner" checkbox (plesase refer to the screenshot), at the ...