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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30 views

Report: Create report on accounts that are created via lead process

I would like to create a report which shows me how many of my accounts were created via the lead conversion process. I know that there is a field on the lead "Converted Account", however, if the ...
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1answer
1k views

Create a record in a custom object when a lead is converted

I am trying to figure a way to create a record in a custom object whenever a lead is converted as certain fields are populated. The object in mind is something I call "License Agreement." Would this ...
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1answer
4k views

Ownership of objects created in Lead Conversion

What are the rules of ownership when converting a lead? Who becomes the owner of the Opportunity, Account and Contact?
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2answers
3k views

Lead Convert & Attach to Existing Contact Overwrite E-mail

Found out that when a user converts a lead with an Email address of MyNew@Email.com and attaches it to a contact with an email address of MyOld@Email.com -- The email field isn't updated on the ...
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1answer
38 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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1answer
70 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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1answer
316 views

Forcing validation rules to work a lead is converted

I have four custom fields in a lead that are mandatory when creating an opportunity. I have validation set up that if you try to create an opportunity it blocks you from saving if you have not filled ...
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1answer
25 views

Adding a field value to an Account, before converting the lead

I have customized the lead conversion process, if i click on the button it will show all the duplicate Accounts on the popup window. There i have added 2 buttons Ignore & Create, Choose Selected. ...
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1answer
208 views

OpportunityContactRole Query returning Empty List

I used a Query on OpportunityContactRole in Opportunity Trigger. for(OpportunityContactRole c: [SELECT Id, opportunityid, contactId FROM OpportunityContactRole where opportunityid in: newOpp]...
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1answer
42 views

When Lead is Converted want to create an another contact

when we convert a lead one contact automatically created. other than tht i want to create another contact when lead is converted means when lead is converted 2 contact shuld be created. here is my ...
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1answer
912 views

Creat Custom Lead Conversion Process [closed]

I want to create a custom lead conversion process. The desired functionalities would all be achieved by customizing the lead conversion page. I want: To not have to create an opportunity or a task ...
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1answer
180 views

Process builder fails running in user context

In my organisation we are Using custom field called Lead_Source__c in lead object In opportunity level we are using standard field called LeadSource Now, i am unable to map it's not showing standard ...
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1answer
208 views

Lead Conversion via Apex Trigger Has Different Results in Salesforce Classic vs Lightning Experience

I have a trigger that converts Leads to Opportunities. The trigger fires after update on the Lead object when the Lead Status changes to "Contacted/Qualified" (the "Converted" value). This update to ...
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2answers
228 views

Converting Leads in Apex - defaulting to account owner

I've been converting leads into a matched account and never had an issue. I wanted to add logic that would route the contact to a specific user. In this case id = '005E0000009eQ3A' I get that that's ...
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1answer
173 views

A better way to manage Lead Sources for Segmenting?

We have historically been using the LeadSource field on Leads and Contacts as a key value for creating ad hoc segments in our marketing automation tools (eg Hubspots, marketos of the world) but now we ...
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1answer
870 views

In Apex Trigger distinguish between contact created by lead conversion and new contact

Note: I am a fairly new apex developer so I apologize if this is a basic question. I'm working on an apex trigger which will prevent a contact from being created when there is an existing lead with ...
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1answer
300 views

Lead Conversion workflow

We have to follow the salesforce for lead process in our company. We have the below scenario, Customer do some trail downloads through our website while we are creating Lead for that customer in ...
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1answer
636 views

Lead Source Gone after converting “Lead” to “Contact”

I am having some trouble keeping the lead source. For some odd reason when I am converting a lead into a Contact/Account the lead source that originally came with the lead seems to disappear. Then I ...
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1answer
251 views

Apex resource warnings

I'm using the following custom controller convertLeadToMerchant to convert Lead to Account object but receive the following warnings: Operation: /apex/convertLeadToMerchant By user/...
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1answer
391 views

Converting Lead to custom object

I'm working on creating a button on the lead object that will insert the fields into a custom object. I can't get my trigger to work, and I'm not sure what I'm doing wrong. Here is the code for the ...
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1answer
113 views

lead conversion trigger without account and contact [closed]

kindly help me with any example how to convert lead without any contact or account using setAccountId or setContactId.
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1answer
29 views

Know in Contact after - insert, if the contact is created from regular input or lead convert

I have this use case, where I need to know in the after-insert of a contact, whether the contact has been created from regular input (or via API, doesn't matter), or if the contact was created via a ...
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2answers
918 views

Confusion with CampaignMember Object

I'm confused with LeadId and ContactId fields, these are contacts or leads associated with a campaign, to my understanding, it's who was a prospect (lead or contact) at the moment of associating with ...
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1answer
505 views

Create a Task on Lead Conversion

I have a workflow setup to create a task on lead conversion, However it does not seem to be firing.
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1answer
629 views

Validate fields on Lead Conversion

I want to ensure that a user cannot convert a lead without ticking three checkboxes (below). Below is my validation rule but it still allows the user to convert the lead. Any ideas? AND(IsConverted = ...
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3answers
70 views

Update the converted lead record?

I have to update some field of leads once it's converted. However, salesforce make a lead read only once it's converted. Is there any way to update the lead record after converted ? Thanks.
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1answer
1k views

Lead Conversion: Lookup fields

I'm trying to convert leads, but I am having trouble when it creates opportunities. My opportunities have lookup fields that I would really like to auto populate (and be required). I can't use a ...
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1answer
137 views

How can I force convert a lead once in 'qualified' stage?

We want our leads to be automatically converted to account/contact (no oppty) once it's status changes to "Qualified" The only way I can think of is an Lead After Trigger. Ideas?
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2answers
22 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
79 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
22 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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1answer
12 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
20 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
60 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
56 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
43 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
701 views

Opportunity was NOT connected to Campaign - how to fix?

I had a lead created on 10/15 and added to a campaign. Then on 11/1, that lead was converted to both a contact, opportunity, and attached to an existing account. When I look at the details for the ...
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2answers
461 views

How to remove convert option from lead status path?

I have written my own custom lead conversion by adding separate button and its working fine, but from lead status path button it is still working as default. I want to remove this "convert" option ...
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1answer
101 views

Remove “Create New Account: xxx” from picklist

I have the following code on my Apex component as part of a custom lead conversion process. The user can select an account here OR create a new account. I want to remove the "Create New Account: xxx" ...
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1answer
308 views

Lightning Experience: Setting default value of “Record Owner” of Convert Lead page

When the Convert Lead page loads, I would like to have the Record Owner field emptied out or the current user's name filled in by default. How can I do this? I have read these solutions: https://...
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1answer
101 views

Lead conversion validation rule

we have requirement as below When user tries to convert a Lead, if Account lookup is not selected with an existing account (ie user has to create a new Account), then require that user creates ...
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1answer
1k views

Remove default “Converted” button from Lead path in Lightning Experience

Is there a way to remove the default "Converted" button from Lead path in Lightning Experience or to block with a message?
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1answer
192 views

Test Class no getting even 1% coverage

I have the following code I found here: https://developer.salesforce.com/forums/?id=906F000000093JmIAI trigger Lead on Lead (before insert, before update) { if (Trigger.isBefore) { ...
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1answer
32 views

Lead History to converted opportunity

Is there any native way or package that carries over the Lead History tracking to the Opportunity when Lead is converted?
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2answers
66 views

Update related (lookup) record when lead is converted

I attempted to use the Lead.IsConverted flag to update a checkbox on a related record in the after update context however it does not appear that converting the lead activates the trigger code: ...
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3answers
96 views

Error while converting leads to account and contact using Database.LeadConvert class

I am using Database.LeadConvert class to convert leads to accounts and contacts. But getting a validation rule Error while inserting account because there is a required field missing [standard field] ...
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2answers
104 views

Can we create a new lead record when a custom object record is created? [closed]

My requirement is to create a lead record when a custom object's record is created.I have created all custom fields as on the other custom object so that all data will be copied respectively. Any idea ...
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1answer
182 views

Populate custom Leads fields to Assets fields on 'convert'

My company wants to gather the client's assets at the lead stage and automatically populate the assets page of the account once the lead gets converted. The same assets fields currently exist as ...
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1answer
50 views

Lead Field Mapping Permissions

I couldn't find the specifics on this but when a user converts a Lead do they need access to Standard and Custom Fields they are mapping to or do conversions run in the System context? I have some ...
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1answer
30 views

Something's sending out emails but I can't find out what

I have a repeating issue that something is sending out e-mails and I can't figure out what. The e-mail contains a simple notification with a Link to a task created. I have confirmed from the logs ...