Questions tagged [leads]

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

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How to assign the lead owner data to contact in a trigger?

I'm trying to create a trigger that creates an account and contact when the lead status is changed to a given value. The contact value needs to come from the Lead Owner User. How can I achieve that? ...
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LeadHistory NewValue Field Print Different Values

I wrote a batch class on LeadHistory Object. So in my sandbox when we debug the LeadHistories value then it will show the Name of the User/Queue in NewValue for ownerAssignment.Below is the Debug log ...
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How to show Duplicate Records to users who do not own that record?

Problem Statement: I have users operating in different countries. They will create leads specific to their own countries. However if someone in Australia creates a Lead with Lead Name = 'Amazon' for ...
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How to get Salesforce Lead object details in lambda Function?

I have integrated my Salesforce instance with my AWS Connect through CTI Adapter. I also have implemented SalesforceLambda, which allows me to lookup Salesforce data. For Account I can get the Contact'...
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SOQL - How to query Lead email using Task object? [duplicate]

SOQL only. I can accessed the Name of the Lead from the Task object, however when I accessed the Lead email, even though the Lead record has an existing email, the email wasn't showing up. This query ...
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How to manage Lead generation in Marketing Cloud?

We are migrating from Salesforce Pardot to Marketing Cloud . Currently in Pardot they have lead nurture form where a user sign ups in form and when they qualify , signed up user get converted as lead ....
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Error when trying to mass convert leads with Apex

I created a process to convert multiple leads at once when a button is clicked on a list view, I think I am in over my head because I don't have much experience with Apex, any help would be ...
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How to retain the create date of a deleted Lead record after merging

What I would like to achieve via automation is to record the created date of the latest record on the retained record after merging. Example: A new lead comes in on 01/01/22 and a duplicate lead is ...
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Tagging Lead with most recent pre-mql campaign (help with trigger)

I need some assistance, and greatly appreciate any help I can receive. I am trying to tag a lead with its most recent pre-mql campaign. The code I have does in fact work on insertion of a campaign ...
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Change Field-Level Security for custom field via REST API [duplicate]

I created a custom field through this tooling REST API /services/data/v54.0/tooling/sobjects/CustomField The API call succeed and I could see the custom fields under Setup > Object Manager > ...
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Custom field created via REST API for Lead object not visible in add lead form

I created a custom field through this tooling REST API /services/data/v54.0/tooling/sobjects/CustomField The API call succeed and I could see the custom fields under Setup > Object Manager > ...
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How to get the List<Lead> from List<LeadShare> in apex [closed]

Map<String, List<LeadShare>> UserLeadShareMapVal = new Map<String, List<LeadShare>>(); How to convert the above Map to Map<String, List<Lead>> UserLeadMapVal
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Two external web forms mapped to Salesforce CRM

The fields for both forms shows up on the Lead object in Sales cloud; but when passing that lead data into SFMC (via Marketing Cloud Journey Builder or Synchronized Data Extensions) only one of the ...
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Validation rule on email global action

I have a requirement where the users will be sending outbound emails from lead, opportunity and other custom object records. Now, the recipients of these emails will be internal salesforce users, but ...
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Issue with Merged field in Lead Email Template

I have a requirement to send email to users from leads. These users may or may not be from that lead record. I have an email template which contains merged fields from leads. Now when i use that ...
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Outbound Email Task not getting captured on leads

When we send an outbound email from Salesforce lightning record page, a task gets created and will be captured in activity history of that particular record. Now, when we send this email from Lead ...
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Remove "New Lead" button from custom object page layout

I want to remove "New Lead" button from a page layout of custom object. This object is not related to Lead but the button gets displayed by default. I have checked the page layout and the ...
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Leadconvert setOpportunityId() not public?

Documentation says it should be public, but getting an error: Method does not exist or incorrect signature: void setOpportunityId(Id) from the type Database.LeadConvert Any ideas why this method ...
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Is it possible to populate a company's information (phone, website, address) when creating lead record

I am trying to populate data on leads (or any object) when a user creates a new record. For example: When a user types in "Test Company" and creates the record, "Test Company's" ...
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Is there an issue with the Lead objects in LWC?

I work with the Lead object in an LWC component and I am new to LWC. I Can't get to do what I want with the lightning-record-*-form components so I intend to sur the @wire data link. TO better ...
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Multi Business unit creates a duplicate lead in salesforce

We have a scenario. We recently configured 4 new Pardot Business Units. All 4 BUs are connected to single salesforce org. As per the implementation guide, we configured Marketing data sharing, stopped ...
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Why do I NOT get an Owner.IsActive field when I Query Lead in my trigger (When Testing)?

In short: my Test Setup Method Creates Accounts/Contacts/Leads/Campaign/etc I connect all of this data in my Test Setup method. I update the data in my Test Method. I query the Contacts and Leads, ...
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How to prevent the License Management App (LMA) from creating Lead records when a package is installed via an installation URL?

Is it possible to prevent Lead records from being created by the License Management App (LMA) when a package is installed via an installation URL? If package installation occurs via an installation ...
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2 answers
162 views

Salesforce Lead Generation through Facebook ads

I am currently using Facebook ads for my target audience in order to generate leads. The leads are getting generated in a .csv file. Then i have to upload this data in my SFDC. This requires a lot of ...
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Get Lead field mapping via Apex [duplicate]

I was looking for a way to retrieve Lead field mappings via Apex code and I didn't find anything related to this topic but I was wondering: Is there any way to actually achieve this now? Regards,
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Update contact name during lead conversion process

I am creating custom lead conversion popup window similar to standard one in lightning experience. (There are some requirement because of that I need to create this custom popup). I am trying to ...
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Facing one error While creating Lead from the guest user

all I have one functionality where Lead is created from Guest user, Error Occurred: This error occurred when the flow tried to create records: CANNOT_EXECUTE_FLOW_TRIGGER: We can't save this record ...
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Change Owner button missing from certain profiles

The Change Owner button on lead list views are missing from some users in the company. I guess this is due to their profiles that they cannot see it, or is there another reason for this?
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2 votes
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Upserting Lead with REST API not working

I am trying to make a PATCH call to upsert a Lead (no other objects like Contact or Account are involved). I am using the REST API. I have created a custom field called MyUniqueField and set it to be ...
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Why Lead afterUpdate trigger fires immediately after afterInsert trigger?

I created a brand new dev org and created a simple Lead trigger that fires on afterInsert and afterUpdate events. trigger LeadTrigger on Lead (after insert, after update) { if(Trigger.isAfter)...
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Using other user leads on my report chart

We had only 1 user, so I add another user with administrator permission (like myself), I did some changes on my dashboard and I want the same exact dashboard shows in the other user too. I couldn't ...
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Creating a look up in aura component for lead and opportunity standard objects

I am new to Salesforce. I have followed this link varasi.com and managed to create lookup fields for Account and Contact standard objects. However not able to create lookups for opportunity and lead ...
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421 views

How to convert a lead to a specific Account recordTypes based on condition on Lead using LeadConvert database method

I have a Field called "Business Type" on LEAD which is of type picklist. I am using LeadConvert method to convert a lead to Account, contact, Opportunity. While I convert the lead, I want to ...
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Lead default record type for all profiles [closed]

i want to extract(view) the lead default record type assigned for all profiles doing this manually is very tiring
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-3 votes
1 answer
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SObjectException “SObject row was retrieved via SOQL without querying the requested field” : Lead

I am writing a trigger to update Target Account Checkbox on Lead Object if any of the existing queue checkbox fields is true. trigger TargetAccount on Lead (before insert,after insert,before update) { ...
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186 views

Why FirstName, LastName, Company field not found in FieldPermission query result?

I'm trying to get all fields and its read and write permission using below query SELECT Field, PermissionsRead, PermissionsEdit FROM FieldPermissions WHERE SObjectType ='Lead' AND parentId IN ( SELECT ...
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Salesforce Lead Capture App and Facebook Integration - Problems with FB leads syncing into Salesforce

I have installed the Salesforce Labs - Facebook Lead Capture app in my org, successfully connected and created tasks. But, bar one lead coming through when we first connected, it hasn't sent any more ...
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1 vote
1 answer
613 views

Query Task.Who.Owner.Email in SOQL

I what to write a soql to query the user email address but failed to do so. Basically from a task, I want to find its related lead(WhoID) then find the lead owner, then find the owner's email. my ...
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Import records - Partner Community

Is it possible to import records (e.g. Leads) in Partner Communities? I have given the "Import Leads" permission to my partner user but i don't see the "Import Leads" button like ...
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How to update EmailMessage(activity history) associated with a lead

In continuation with this question: Background: I send a SingleApexMessage from apex code and want to associate it with a Lead so that a record of Activity History is created when this email is sent. ...
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Lead ListView SOQL query with CampaignMember.Status fails through REST API

I'm trying to retrieve results from a Lead List View SOQL query via the REST API and found that the API always fails when the List View includes references to CampaignMember.Status. Based on the ...
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How to Customize the Compound field view on UI in lead object?

How can I customize the layout compound field name on lead object. I want to display my salutation, firstname, lastname, middlename, suffix below Name field label like in below picture How can I ...
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Difference between sending leads into Dev account as opposed to Sandbox account? Leads not sent into Sandbox with similar settings as Dev account

We have created a webapp to send Leads into the salesforce system, which works great in our Dev account. However when using the same app for another business, which has a Sandbox account, the Leads ...
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How to associate EmailMessage with Lead record though apex?

I am creating a new EmailMessage record from my apex code and I want that this record should be associated to a Lead record. As per documentation, we can not use RelatedToId RelatedToId : The ...
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1 vote
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Lightning lead conversion page cancel button to redirect back to lead record

We have created a custom button that will redirect to the lightning lead conversion page. The URL we used is below: /lightning/cmp/runtime_sales_lead__convertDesktopConsole?leadConvert__leadId={leadId}...
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Can we influence "Attach to Existing" selection during lead conversion?

In a standard lead conversion process (no apex, Require Validation for Converted Leads activated): What influences the suggestions Attach to existing: {accountName} during lead conversion? And: How ...
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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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41 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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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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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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