Questions tagged [leads]

Lead is a standard salesforce object. A lead represents a prospect or potential Opportunity.

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17 views

New Lead Assignment Email Notification sending email to user who triggered the Workflow

I have created a workflow rule to notify the lead owner when a new lead is assigned to the owner. However Lead owner is not getting any notifications. Email Deliverability is set to 'All Email' Rule ...
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1answer
20 views

Copy Salesforce standard auto increment field to custom field [closed]

I'm trying to copy the 'Lead ID' field that's auto generated by Salesforce into a custom field. I'm unable to view this particular field under Leads but its coming up in reports. Is there a way to ...
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20 views

Email to lead Service. Send and receive emails in Lead [closed]

We are working with Leads. We have implemented custom apex email service for creating new Leads from inbound emails and its working. In our case we need also ability to send email from Lead record (we ...
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1answer
18 views

Change Lead status when assigned by Omni-Channel

I would like to have the Lead Status change to "Assessment" when the Lead is assigned to an agent via Omni-Channel. I've tried using Process Builder and tried creating a Flow but haven't ...
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16 views

Scaling shared fields across objects

Sorry if this is too vague/general of a question. The org I'm working in has a relationship between its objects of: Custom Object (lookup) -> Lead Custom Object (lookup) -> Account The data flow ...
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1answer
9 views

Lead sharing criteria Rule doesnt work

I'm facing some issues regarding the visibity of Leads using Sharing criteria Rule I'll explaing myself: I maked the Lead object to private. Make a sharing cirteria Rule using a picklist field value ...
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1answer
18 views

Metadata for Lead Settings -> Record Type Setting

Is there any way to store the following option in metadata: Setup -> Lead Settings -> The behavior used when applying assignment rules to manually created records. -> Record Type Setting (...
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1answer
22 views

Get Country code from mobile number

In my leads table, There is one column of mobile number example +971552400000. I want to show the country code +971 is separate column. how can i do this?
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14 views

Scheduled Flow with query on lead status returns unexpected error

i'm implementing a scheduled flow to clean up old/obsolete lead records based on a a filter criteria. On Test and Dev Sandbox everything works as expected. On Prod, the flow returns an unexpected ...
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1answer
21 views

How to exclude leads from an imported .csv file regarding to their job title or any other attribute?

Hello! I am trying to automate the lead importing process to save some time. Usually what I do whenever we have a list of participants to virtual events (.xlsx), is a VLOOKUP command to find duplicate ...
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0answers
21 views

New Note quick action not appearing in lightning page

I have created one quick action on a lead object, which creates notes records. I also added that note quick action to the page layout but it's not getting displayed on the page. I tried to do the same ...
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1answer
28 views

Lead Assignment based on Load Balancer Concept

How to implement the concept of load balancer? I have set up the Lead Assignment rules based on the concept of Round Robin. Incoming Leads are rotated between each Rep. Works great. However, I now ...
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2answers
50 views

How to remove fields from the 'New Lead Pagelayout'

When creating a new lead, I want only a handful fields on the 'New Lead' page layout. Setup > Customize > Leads > Page Layout > Edit removes the fields from the Detail page layout. I ...
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10 views

Make Opportunity field not required during lead conversion but required when field is blank on record update

Please help me on this urgently I have a field say "X__c" which is required on Opportunity Object only But during lead conversion since this field is not present in leads, it is preventing ...
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5 views

Reports and Dashboard by sales rep on following requirement

I have the following requirement to be done,in my analysis what i realised is this is the work of a summary report however I am facing the following issues 1)In my analysis as I understand this ...
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14 views

Auto assignment rule criteria check for users

Is there any way to check which users meet the auto assign rule criteria? I have checked the lead and case object but on users where shall i check this thing?
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2answers
21 views

Change lead status to 'Closed - Converted' without creating an opportunity, account and contact

I am manually creating opportunity from lead and changing lead status as 'Closed - Converted'. I can prevent opportunity creation using setDoNotCreateOpportunity(Boolean) method. but there is no ...
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1answer
25 views

Creating duplicate leads via API calls

I have a rest API endpoint in Salesforce which accepts a payload from my application. On reception of the first request with a given email, it creates a lead. On subsequent requests, it finds the lead ...
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2answers
42 views

how to change tabs in salesconsole

hello everyone I have the problem that in the salesconsole I have the objects as dropdown and I need to change them to the "standard" form change this: to :
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0answers
20 views

Can I set up Email alert that send out report to a user with all user Leads matching certain criteria?

Instead of each User receiving email alert for each separate Lead matching certain criteria asking to take action, Im wondering is it possible to email to the User report of all Leads they are the ...
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42 views

Converting Lead prevent filling empty fields in account

When I convert a lead to a contact and assign an existing account, the following can happen: Suppose the lead is filled in correctly, but contains an incorrect city and zipcode. The account on the ...
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14 views

Outlook not displayed as email client from SF Mobile app

From SF mobile app in iPhone, to send email from lead or contact record, when clicked on Send an email option, I could see only Mail/Gmail app but not Outlook. Users need to close the app, open ...
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1answer
39 views

Process Builder not working as expected

I have a process builder that works as follows: When Approver 1 approves the lead record, field 1 on the lead will be updated, and based on that task 1 will be updated When Approver 2 approves the ...
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9 views

Lead Inquiry Process

Background Information: We are using the SF lead process to capture and route leads to our sales team. A majority of our lead inquiries are web forms from Marketo that prospective clients fill out to ...
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1answer
16 views

Change Name field on lead object to auto-number - is this possible?

I was trying to change the field type on the lead object to an auto-number but it doesn't seem I can as there is no option to do so - does anyone know if this is possible? Thanks
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1answer
100 views

Marketing Cloud - Default Lead Capture Data Extension Fields

I'm unable to setup Facebook lead ads in our client's account since I don't have access to it but I need to review what data is captured by default in Salesforce Marketing Cloud and any additional ...
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1answer
18 views

RegEx Expression for validating Phone number while creating a Lead

My lead creation is failing via the REST Api due to invalid phone number. Below is the error response: Error Code: FIELD_CUSTOM_VALIDATION_EXCEPTION; Error Message: Please use the international phone ...
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16 views

Insert Duplicate Leads via Salesforce API [duplicate]

While creating leads in salesforce through the Lead API (/services/data/v39.0/sobjects/Lead), I am getting BadRequest response with the message: [{"message":"Use one of these records?&...
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1answer
25 views

BadRequest while creating Leads in Salesforce using Rest Api

When I am trying to create a lead in Salesforce using Rest API call, i am getting the response code as BadRequest. Below are the details: Url https://yourinstance.salesforce.com/services/data/v39.0/...
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1answer
34 views

What this unknown trigger means?

We have started using salesforce in August 2020. Recently I've noticed that some of the leads (mostly) and opportunities are starting to disappear. I've found them in our organisation's Recycle Bin. I ...
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2answers
30 views

Grant permission to Lead object

I need a specific profile to be able to view Leads. But the Lead object is not visible under that profile. Which permission do I need to enabled. Lead object is available under System Admin profile.
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0answers
68 views

How to bring leads from salesforce to marketing cloud whitout the conector

So I have a question about the salesforce and marketing cloud. Here at the company we have a salesforce org connected to marketing cloud. As we don't have multi-org functionality (and we don't plan to ...
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44 views

Filter Leads by Opens in HTML Status Report - Lightning Experience

I am trying to use data about email opens and/or open dates to filter leads in Lightning so that myself and our other salespeople may be able to engage with leads demonstrating the greatest initial ...
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32 views

Find duplicate account and contact records when converting via Apex

I am converting leads through a HttpPost method and using the Database.LeadConvert class for conversion. After conversion I am working the opportunity and not with the contact or the account; however, ...
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0answers
38 views

Lead object marked as Private org wide default but SOQL returns Public for DefaultLeadAccess

I have modified the Org wide default for Lead to Private. However, when I execute the SOQL to get org wide defaults - Select DefaultAccountAccess, DefaultLeadAccess From Organization, I am getting ...
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1answer
39 views

Unable to send Email to Lead from Sales Cloud due to AMPScript error

We are trying to send email to a Lead from Sales Cloud, but our sends are getting failed. I believe the error is due to the AMPScript, but not sure what is the reason its failing. Can someone help on ...
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0answers
17 views

Separating leads on an Integration with existing leads app

I'd like to know what's the proper way to separate my leads on a SalesForce integration with an existing leads app, where I have many (B2B) clients and these clients have their final client (usually ...
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1answer
62 views

Trigger with count SOQL

I need to count how many fields were populated in a lead, every time a Lead is created. I'm using the count() statement, to query the fields that need to be counted. In the trigger, the following code ...
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0answers
160 views

Lead Conversion - System.DmlException: ConvertLead failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY

Facing this issue on production. On sandbox it is working fine. Converting the lead to business account and contact but on production for few records it is failing. Code for lead conversion. { ...
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1answer
75 views

Get default lead owner in Apex

I'am creating task for inactive leads. However, there is a scenario where the lead owner is inactive already. Since 'Assigned to' field in task is a required field, I'm trying to set the default lead ...
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0answers
35 views

Invalid loop variable type expected Lead was Opportunity

I am iterating over two for-loops that each get a list of new sObjects, in this case it is Leads and Opportunities respectively. However I keep getting an error when I try compile the code. Please see ...
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0answers
29 views

How to utilize MatchingRules in Apex to find all leads related to an account

Salesforce has a Matched Leads Component that can be placed on an account to show which leads match the account. The problem is that the layout is not conducive to the work that my company needs to do ...
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0answers
15 views

Clickable Address field on Lead For Salesforce Essential Edition

My Lead Address field is not clickable in the Salesforce Mobile app. I want it clickable so that when someone clicks on the address it always opens up in google maps. I have a salesforce Essential ...
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1answer
32 views

Attempting to modify a Lead Convert Trigger getting an Attempt to de-reference a null object

We're using what is basically the example trigger for the lead convert process. We have added a specific queue to the lead process, so if we have auto conversions that come, that have been put in the ...
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1answer
229 views

Flow to Delete Leads doesn't seem to work as hoped

I'm creating a scheduled daily flow that loops through all Leads each day, and if a formula field I created for a deletion date is hit, then delete said Lead. I'm including an entrance filter to only ...
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1answer
57 views

Lead Lookup in a simple Screen Flow

I'm totally new to Flows. I'm trying to design a simple screen flow, that allows me to select a Lead and then delete it, along with associated Custom Object records in one go. As of now, I need to ...
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0answers
79 views

Web-to-lead Creates Lead with Delay

I have a web-to-lead form. I enabled the debugging as well to see what happens. When I submit the form it says Queued. Why web-to-lead process queues the request? Even I have less than 500 per day. Is ...
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0answers
19 views

Salesforce Lead Capture App not adding Lead as Campaign Member

I have installed Salesforce Lead Capture app (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000DrzmfUAB) in my Org. We have setup the Task and connected the Facebook business ...
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0answers
20 views

Lead Conversion customization test class is showing 0% coverage [code added] [duplicate]

Apex class for custom lead conversion: global class AutomatedLeadConversion { public static void Leadconvert(List inputs){ LeadStatus convertStatus= [SELECT Id, MasterLabel FROM LeadStatus WHERE ...
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29 views

Lead Conversion customization test class is showing 0% coverage [duplicate]

@isTest public class LeadConversionAutomation_Test { public static testmethod void TestLeadconvert (){ Lead testLead = new Lead(LastName = 'TestLName',FirstName = '...

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