Questions tagged [leads]

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

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Querying CampaignMembers based on Lead fields

New to Apex and code in general so I would appreciate any recommendation on how I´m approaching this problem. My Lead Object has a custom field utm_content__c that will hold as value the Id of the ...
Sebastian C's user avatar
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1 answer
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How to edit Parent Record from Related Record

Objects : Lead(Parent record),LeadClientInsurance__c (Related records) if I change the First_Name__c in LeadClientInsurance__c object I need to change FirstName in Lead Record. Theoretically, ...
Pamoda Wijesinghe's user avatar
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Lead converteddate stamped with date before lead created

anyone have any idea why this lead has converteddate 1 day before the lead createddate? found this kind of record in production and making business user confuse when viewing lead reports Lead was ...
Arief Gunawan Tjiptorahardja's user avatar
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How to create a Roll up summary field, activity on leads

I am trying to create a roll up summary field on the lead object that looks up to activity object and counts the number of activities that are not closed. But for some reasons it cannot do that, ...
Tomi's user avatar
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Fetching data from Salesforce through an Http Request in Node.js

I have my own website in React, node, express, and SQL, where I will need to have access to data that is inside of my Salesforce account. I tried multiple things but can't seem to figure out how to ...
Cédric Bélanger-St-Pierre's user avatar
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Is lead conversion have other parameters?

I am doing redirect from LWC to this link /lightning/cmp/runtime_sales_lead__convertDesktopConsole?leadConvert__leadId=XXX... Is it possible to specify somehow an Account ID, like url parameter? ...
Denis Titarenko's user avatar
-2 votes
2 answers
38 views

How to instantiate a Lead object based on a Saved Lead?

To the stars, I am trying to do the following: Using Apex, Instantiate a Lead Object based on an existing Lead in the database Use that lead object to generate JSON data to be used in a callout My ...
Eric C.'s user avatar
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1 answer
57 views

Check if account is updated via Lead conversion

We want to run some logic on Account trigger only if it is created/updated via lead conversion. So far, we have tried 2 approaches: Approach 1: We tried creating a checkbox field on Account 'Is Lead ...
user1228's user avatar
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How to report how many leads I sent to Salesforce through a Journey in Marketing Cloud?

I need to know how many leads in my Sales CLoud instance were created by a "Create Lead Activity" in a Journey in Marketing Cloud. I'm looking for it in Marketing Cloud reports but I can't ...
Gabriel Kiefer's user avatar
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29 views

Is it possible to remove all access to converted leads while still maintaining access to non converted leads?

I'm aware of the "View and Edit Converted Leads" permission, which I've already set to false. The issue is with an integration user and profile. The service using the integration user ...
jameskbw's user avatar
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Updating a custom field in a packaged org updates the namespaced field instead, is there a workaround for this? [duplicate]

I'm currently testing my application in a packaged org, and am trying to update a field: custom_field__c of the lead object that i created. I use my app installed in the packaged org to update that ...
dshaw's user avatar
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Does Einstein Lead Scoring work with formula fields?

Aloha Stack Exchange, I was just wondering, whether Salesforce Einstein Lead Scoring also works with formula fields? Do you have any experience with this or any refernce to offical Salesforce ...
SalesforceHarmony's user avatar
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45 views

User deleted a set of lead assignment rules, and we cannot figure out how

We have a few business users in our org who essentially have admin credentials. We have tried removing these permissions but ultimately our sales leadership said its not an option to remove their ...
Ryan Werner's user avatar
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1 answer
95 views

System.DmlException: ConvertLead failed. First exception on row 0; first error: RECORD_IN_USE_BY_WORKFLOW

I am trying to convert a Lead in a Test Class but i'm facing the exception above. I searched about this error but it's didn't helpfull. I try to follow these steps to search for a solution: https://...
Erick Petzold's user avatar
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62 views

Why can't admins see data on HTML Email Status report?

Using the standard "Send List Email" option under Leads, users are sending emails to multiple leads at once. Management wants to see the emails, and whether or not the email(s) were opened. ...
Swisher Sweet's user avatar
-2 votes
2 answers
120 views

Validation rule to not allow the conversion of a lead with an specific owner id [duplicate]

I want to avoid the conversion of a lead if its owner id is equal to 0050O000009PQCKCKQA4. In Setup/Lead Settings I have activated the option "Require Validation for Converted Leads". This ...
Mónica's user avatar
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Blocked on leads report

I’m having some trouble completing my client’s request. I was asked to create a report on leads grouped by the name of user who created the leads, with 3 columns: record count of all leads record ...
CanadianSQLDummy's user avatar
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Converted Lead - Case created for a Lead, how to link the case to the converted Contact record

I have a use case to link a case records created for a lead record. If lead record gets converted then the related cases should be automatically linked to the converted contact and account record. ...
user136633's user avatar
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Lead Import is creating blank records

Another Admin is mass importing Leads via Dataloader. The load is working correctly, and all the records are created as expected. But for some reason, it also seems to be creating "phantom" ...
Dan Watkoski's user avatar
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27 views

Object-specific (Lead) Activity actions permissions

I am struggling to find the permission related to an issue with user-specific & object-specific activity functionality missing from the Lead record page for end-users only (not admin). Activity ...
rrubush's user avatar
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368 views

Update lead/contact fields from Campaign Member triggered flow

I am creating a flow to update 2 fields on both lead/contact objects when a campaign member is added/updated. The 2 fields are "oldest campaign" and "newest campaign". I created 2 ...
Daniil Nguyen's user avatar
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1 answer
144 views

Assignment Rule won't run as Lead Campaign Status check is failing

Lead, CampaignMember(Passing leadid) are created from flow#1 In Flow#2(record triggered, after save on campaignmember) apex class is run which uses dmloptions to update Lead. Database.DMLOptions dmo = ...
user61140's user avatar
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31 views

Extract 'date sent' from email sent in Outlook and copied to the lead record

We need to track first contact date/time and it's copied back to Salesforce from the Outlook connector and it's sent in Outlook. I can see the date/time copied across, but it's not part of activities ...
gato negro's user avatar
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60 views

Record ID of lead is not coming in wired property LWC

I'm using below code for creating LWC path for lead. In getRecord method I'm trying to fetch the lead record which is just loaded. I'm using below code import { LightningElement, api, wire, track } ...
unflagged.destination's user avatar
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1 answer
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Lead Assignment issue

The issue was Leads from outbound sources do not need to follow lead assignment rule, they need to be assigned to the User who created it only, how can we do this. I have tried by adding the extra ...
Tejeswini T's user avatar
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1 answer
222 views

Lead Conversion Screen looks different in Enterprise edition

For one of my salesforce instance, I'm seeing this lead conversion page, which doesn't look good.. This is in enterprise edition. First time I'm seeing this type of lead conversion page and it is ...
salesforce Developer's user avatar
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1 answer
431 views

Lead Status Picklist Not Available For Editing

I'd like the Lead Status picklist to contain different values depending on Record Type, but the Lead Status field isn't available for editing as I would expect with other dependent picklists. Lead ...
Orson's user avatar
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1 answer
539 views

Send Lead details using email template to specific user email address when lead is created

I have a simple web-to-lead that works as expected. What I want to do is send a copy of the form details if the lead meets a certain condition. Condition being: LeadSource = "example". The ...
user's user avatar
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-2 votes
1 answer
117 views

On leads and referrals if i need to add "Send list email" how do i add it? [closed]

I have checked the permission for my profile and i have permission to send bulk emails.
Teja shree's user avatar
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174 views

Why is my title field not populating from this Web to Lead form?

This web to lead form is working as expected. A lead gets created and all fields are populated except for the "Title" field. I tried to find any commas or brackets missing or anything out of ...
Max D's user avatar
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111 views

How to specify the fields that are shown in the marker popup in Maps?

For Leads, currently, the popup shows the name of the lead in blue, in a large font. Underneath, in a smaller font, the address. We would like to show the name of the company, not the person, of the ...
Sander de Jong's user avatar
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1 answer
2k views

Flow assignment data type isn't compatible

I create a schedule flow to verify if the daily events meets with some requirements, like enddate = TODAY and another value on a field (The first get records and the decision to verify if isn't null) ...
Alexia Ribeiro's user avatar
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0 answers
21 views

Creating a conversion path in MCI leads

I am trying to order/sort the campaign name for phone numbers in order to create another dimension that gives me the campaign names in order of first appearance by date. For example if a phone number ...
DatoramaUser1300's user avatar
-1 votes
1 answer
500 views

Lead status not available for editing

I created the following picklist values for a lead status on a lead & referral object(New , Nuturing , Close converted , closed not converted) However the new status picklist is not showing on ...
Chioma ofole's user avatar
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162 views

Leads - default owner

I have a user that has recently left the company. this user has been deactivated in salesforce, But she is still being named the lead owner on all leads that are coming in from the web. I have checked ...
Ryan's user avatar
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-1 votes
1 answer
294 views

Query a Lead where MobilePhone or Phone is like

I want to query lead based on a MobilePhone or Phone key. If any of these matches, the lead should come up. But I am able to fetch the lead with every parameter e.g Id, Name, FirstName, LastName etc ...
Zayn Ali's user avatar
0 votes
1 answer
191 views

Identifying Leads for which Accounts already exist (without a conversion relationship)

It happens that Leads are created, for which an Account already exists. How can I identify these Leads? The combination of Name and Postalcode is sufficiently identifying a match for us. What I tried: ...
Sander de Jong's user avatar
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0 answers
346 views

Health Cloud Lead-to-Patient Conversion is failing

In our Health Cloud implementation we are trying to convert Leads to Patients but keep receiving the following error message: Patient conversion failed. Try again or contact your Salesforce admin for ...
Andrew's user avatar
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-2 votes
1 answer
172 views

How to get data from a public form and update the salesforce leads? [closed]

I am trying to achieve this: Create a public form Send this form to the customer via email Customer opens the form and fill in the required fields Get the required field and update the salesforce ...
Abdul Qayyum's user avatar
0 votes
1 answer
123 views

Screen flow for leads with no company field

I created a Screen flow to capture basic lead information (first name, last name, email). When I run the Debug, I get this error: Error Occurred: This error occurred when the flow tried to create ...
Maria C.'s user avatar
0 votes
1 answer
120 views

Why my Public Visualforce Page URL changes automatically?

I have created a simple page with standard controller as Lead and when i previewed it's URL changed from https://XXX.sandbox.vf.force.com/apex/FirstPage?core.apexpages.request.devconsole=1 to https:...
Abdul Qayyum's user avatar
0 votes
1 answer
114 views

Create a global number sequence for Lead and Account

I want to create a global numeric sequence that works for both the Lead and Account object, because we will integrate Salesforce with an ERP that works with leads and accounts in the same object, ...
Delpan's user avatar
  • 26
0 votes
1 answer
63 views

Send Email to the Owner in lightning

I can see this checkbox on classic, but how can I make this checkbox visible in lightning? Please help. Thank you.
TheGeekGuy's user avatar
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1 answer
205 views

Salesforce Web-to-Lead Form Column Separation

I'm trying to separate the following into two columns. Separation after the "phone" field. I'm using the code provided by salesforce to upload to our website. Also hoping someone can help me ...
Bluefin's user avatar
1 vote
0 answers
180 views

How can we access converted leads via external IDs?

Part of our business process relies on checking some data against Lead objects. This process needs that data even after the Lead is converted. We can certainly update our code/business process to look ...
Eric Liprandi's user avatar
1 vote
1 answer
36 views

How to overcome inability to use anti joins when it comes to activities in order to get leads that truly have no activity?

We are trying to integrate with a backup solution as an archival solution. In the UI, we have the ability to write a SOQL query that is to get the archival criteria on a per archival policy. We would ...
Strong Like Bull's user avatar
0 votes
0 answers
400 views

Email notifications lead creation via REST API and run through assignment rules

When creating leads via the REST API, the email notifications that are configured in the lead assigment rules don't get triggered, the lead assigment rules DO run. According to this help page, when ...
userRR's user avatar
  • 116
0 votes
1 answer
652 views

How to automatically delete Campaign Members using a flow

So, I am developing a record triggered flow that will create or delete campaign members depending on the status of 5 custom checkboxes in the Lead object, so, when the checkboxes are ticked or ...
David Boada's user avatar
0 votes
0 answers
395 views

Easiest way to mass change lead ownership based on a report

I have a report of about 300 leads that need to have the lead owner replaced. Half of the leads need to go to one person, and the other half to another. Currently I have been exporting the report into ...
Rahim Spencer's user avatar
-2 votes
1 answer
78 views

Launch standard buttton from record triggered flow [closed]

Is there any way to launch the convert button on a lead when the field lead status is updated to QUALIFIED?
Rohit Bobby's user avatar

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