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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2k views

Validation Rule on Lead Status Prior To Conversion

Status should be "Sales Qualification" before it can be "Converted". Any other stages should fire an error. My validation rule code is: AND( NOT(TEXT(PRIORVALUE(Status)) = 'Sales Qualification'), ...
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1answer
57 views

Lead Conversion data population

I am using out of the box functionality for Lead Conversion through the Convert button on the lead detail page. There are several custom fields on the Lead object which need to be mapped to ...
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1answer
162 views

“Send Email to The Owner” on Lead Conversion Page

some set of users should not be allowed to use the check box "Send Email to the Owner" On Lead conversion Page. Is there any possible way to restrict this option? Thanks in Advance!
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60 views

Lead conversion to account missing field data

Is it an issue in Lightning in Spring '17 that the field data from the Lead is not auto-populated in to the Account during lead conversion?
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1answer
139 views

Converting of Lead Error

The error below occur if I'm converting a lead that has the same account in Lead Conversion. For example, I put a Lead under the Account 1 then convert it also with Account 1. Is this possible in ...
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1answer
117 views

flow exception when calling class have @invocableMethod using process builder

Lead conversion into account,contact and opportunity using process builder its throw an exception "The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute ...
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2answers
756 views

On Lead Conversion update Contact field

Requirement: The registration date on Contact needs to be updated to Today() if lead is converted. Process Builder Solution: In criteria, I checked isConverted and ConvertedContactID as not null, in ...
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0answers
568 views

Users unable to convert leads - insufficient privileges

When my sales users open a Lead record and press the "Convert" button they get the following message: Insufficient Privileges: You do not have the level of access necessary to perform the ...
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1answer
617 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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1answer
20 views

lead + contact relation \ how to maintain life cycle in 3rd party app

in my 3rd party app I'd like to maintain the "life-cycle" of every prospect. Is there a way to "understand" from contact, which lead ID it was before (for example, "history" purposes)
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2answers
507 views

Updating converted Lead field [duplicate]

How can i update the statecode of a lead which is converted. I am trying to update statecode and countrycode of leads through dataloader. But i get records with errors "Cannot reference converted ...
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1answer
307 views

Autopopulate company name in lead conversion page in lightning

We have a client where they use lightning. When they click convert, the company name from the lead does not autopopulate on the conversion page. They have to retype the company name and search for ...
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0answers
60 views

Avoid lead conversion mapping on database.leadconversion

I have a requirement where I don't want to map lead standard fields to account which comes by default on lead conversion. Scenario: We have built our app such a way that an account will be created ...
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0answers
29 views

Lead auto convert

I tried to convert lead in to account,contact,opportunity at a same time using trigger. Is it possible to convert three objects at a time.If it is possible send me some trigger regarding this. I ...
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1answer
68 views

What is Lead conversion?

I'm new to Salesforce. What should come to know first when I am entering into lead conversion. Basically what it is and why we are using that in sfdc. Give some ideas.
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40 views

No OCRs created from lead conversion in unit tests

I need to write code that ensures only one opportunity is marked as active (using a custom field called Active__c) for a given contact. The code needs to run in an after update lead trigger after ...
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1answer
103 views

Getting this error while converting lead via trigger:Illegal assignment from List<LeadStatus> to LeadStatus at line 25 column 24

Illegal assignment from List to LeadStatus at line 25 column 24 public with sharing class ConvertonQualifiedStageHandler { Set<Id> setLeadID = new Set<Id>(); public void ...
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1answer
52 views

Not able to get the screen of contact while converting lead

I am facing one issue regarding Lead Conversation... when i am going to click on CONVERT LEAD button it will ask me to select Account (either existing or Create new one) after that i need contact ...
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0answers
598 views

Lead Custom Field Mapping Failing

I'm working with a client on a project and have encountered some very strange behavior with custom lead field mapping upon lead conversion. I've created two custom fields on Lead and Account, both ...
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1answer
68 views

Open to opportunity instead of contact after lead conversion

I was able to reuse code from the another post to successfully convert a lead and have it open to the Opportunity after the conversion. But that code bypasses the VF page that lets you match up to ...
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1answer
144 views

LEAD CONVERSION

Lead Conversion in Salesforce: Lead is Converted into Account and Contact,if we Want Opportuinty we can set , while Creating the Lead Record,Name Should be Converted to ...
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1answer
109 views

Lead conversion insufficient privillige when link to different Account

The issue is happen when during Lead conversion when the user specify Account that not owned by them.If Create New Account , it will success.If choose Account that owned by user it will success. I ...
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2answers
627 views

When the value of IsConverted gets changed?

I want to enforce a condition according to which only verified Leads can get converted. Someone in my office gave me this formula : AND( IsConverted , Verified_By_Admin__c = FALSE) Where ...
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1answer
360 views

Getting an error on Close Date during lead conversion

I'm very new to Salesforce so I may need lots of help. When converting a Lead to an Opportunity I am getting this error: Error: System.DmlException: Insert failed. First exception on row 0; first ...
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2answers
88 views

I wanna achieve a functionality where as soon as a lead is converted,assign the Contact to the Account Contact Roles as the primary contact

I have a requirement where I have to assign the Contact to the Account Contact Roles as the primary contact,whenever a lead is converted. But I am not sure how it will be achieved? If it is going to ...
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2answers
343 views

Working with Lead Conversion with trigger

I am trying to write a trigger on lead which gives result as Whenever i update a lead, that should be converted into account, contact and Opportunity. I wrote a trigger, but it is showing following ...
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0answers
231 views

Converting Leads Error

I am trying to convert lead's through asynchronous apex, but I get the following error message: System.DmlException: ConvertLead failed. First exception on row 5; first error: DUPLICATES_DETECTED, ...
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2answers
104 views

Transfer Lead Records(Fields) to a custom object when converting

I am new to salesforce so forgive me if this question is trivial. If it has been previously been answered kindly direct me since I have searched but not found the appropriate solution. How do you ...
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1answer
685 views

Field not available in Lead field mapping when converting

I'm trying to map a picklist field on Lead to a matching picklist field on Opportunity when doing the conversion. This field doesn't seem to be available when going to 'Map Lead fields'. Could this ...
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1answer
28 views

Child attached on lead conversion

I have suppose achild object 'A' to Lead.Now if I convert Lead ,it is converted to Account ,opportunity.My requirement is that the on Lead conversion the 'A' object should be attached to the Account ...
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0answers
768 views

How to Convert Lead into Person Account and Opportunity only thorugh sfdc customization like Apex or any other way?

Is there any way to convert Lead into Person Account, Opportunity only not contact if Lead record has has company name. I have gone through lead conversion process on Salesforce Documentation as per ...
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0answers
210 views

RECORD_IN_USE_BY_WORKFLOW — Prevent running WF rules OR Wait in Unit Test to Convert Lead until WF Rule is completed

I am getting this issue when running Test Class - In my test class I am calling methods of class, where I am converting a Lead. --- How can I prevent - OR - wait till Workflow rule complete's its ...
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0answers
31 views

leads and custom object

I have a custom object spaces. in the lead I get to choose many spaces(via lookup who has interest in spaces) but in the spaces object there are also different leads which are interested in one space. ...
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1answer
96 views

Creating an Opportunity on Lead Conversion without creating an Account or Contact

Please how to convert lead to Opportunity without creating account and contacts trigger LeadConvert on Lead (after update) { if(trigger.new.size() > 1) return; if (trigger....
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0answers
129 views

How to count activities when a Lead is converted

Is there a way to count the activities when a LEad is already converted. I could create a report when the leads are converted by adding isConverted is true. However is there a way to count the ...
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0answers
24 views

Issues with deletion of Leads During Lead to member Conversion

While executing the class ‘LeadtoMember’, I am facing the the following issue. The delete code is outside the Trigger.new loop, but still i am getting the the error message, which i am not ...
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3answers
2k views

CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead:

I am getting an error CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead: when I try to convert lead through Apex. I am adding lead to CampaignMember where I have a trigger where it check ...
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1answer
155 views

Custom Campaign Member URL button Lead Conversion

I have created a custom lead conversion process. Now I have a requirement to add that custom process to campaign members. To do that I created a URL Detail Page Button. I thought what I had would ...
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1answer
767 views

Automatically Open Opportunity After Lead Conversion

I have a vf page that controls conversion. I want it to work so that once I convert the system automatically redirects to the opportunity created or it grabs the ID of the opportunity created and ...
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2answers
2k views

How can I convert a Lead to an Opportunity via the REST API for a Connected App? [duplicate]

I have a connected app, which authenticates with Salesforce using REST API via OAuth. How can I convert a Lead to an Account/Opportunity etc? There was some previous solution mentioning Apex, but this ...
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1answer
108 views

Converting a lead while workflow is active

I have a time-based workflow on my lead, which acts on a date field. If a lead is inactive for 30 days, then it is assigned to a queue. The problem is that a lead cannot be converted if I have this ...
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1answer
416 views

Creating a 'Scorecard' on the Accounts Page

I'm trying to create a basic 'scorecard' section that will display the following information on the Accounts Page: Value Open Opportunities Valued Closed Won Opportunities Number Leads Total Number ...
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0answers
302 views

Activity id: cannot specify id in an insert call - Need solution

I have got the "Lead conversion" written in a custom manner (visuallforce and controller), when converting a Lead to an Account, I am getting Activity id: cannot specify id in an insert call error ...
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1answer
204 views

How can we attach all the activities on a lead to an account when the lead is converted?

I am trying to convert a lead using Database.LeadConvert lc = new database.LeadConvert(); lc.setLeadId(myLead.id); LeadStatus convertStatus = [SELECT Id, MasterLabel FROM LeadStatus WHERE ...
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1answer
169 views

Error In contact while Lead conversion [closed]

While converting lead to I am gettign error "Birthdate is Mandatory in Contact"(validation rule in Contact) Birthdateis the mandatory field in Contact. but i need to convert lead and create contact ...
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1answer
259 views

How to refresh Lead page after Automatic conversion

I requirement is to auto convert lead when lead status = 'Qualified'. I am using apex class and process builder. Process Builder will call apex to Auto convert lead. Conversion process works fine but ...
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1answer
57 views

Redirect to Opportunity on save of task on the lead

The requirement is whenever a new task is created on the lead. The lead should get converted into Account/Contact/Opportunity and I am able to convert it using standard LeadConvert class But after the ...