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Questions tagged [leads]

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

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Creating a trigger that throws error if any contain email is used in lead record. Getting iisues in code [closed]

public class LeadTriggerHandler { public static void CheckEmailExistinLead(list<Lead>ListofLead) { map<string,contact>ListOfMapRecords=new map<string,contact>(); ...
tanishq vyas's user avatar
-1 votes
0 answers
21 views

Changing Lead Owner based on Lead location via Flow

I work in a company where they have multiple branch office across India, Now If a lead is coming from a State where we have already a Branch office then the lead owner name will be automatically ...
Somdip Ganguly 30's user avatar
0 votes
0 answers
27 views

FormAssembly to Lead Conversion Process

I have a formassembly form connected to our salesforce that creates a lead using the information from the form. The lead owner is chosen based off of our lead assignment rules. However, the lead's ...
Michael Zhao's user avatar
3 votes
0 answers
166 views

Lead path misses labels and colors in Summer'24 sandbox

While doing regression tests in a Summer'24 sandbox, I came across this: for multiple users (admin, non-admin), Chrome and Edge browsers. I couldn't find it in the Summer'24 known issues. Anyone ...
Sander de Jong's user avatar
1 vote
0 answers
27 views

Product Visibility on Lead Line Item when Price Book 'No Access'

Working on a feature where users can only see the products related to their price book use and manual sharing. This works for things such as opportunity line items where the price book is selected and ...
ForrestFairway's user avatar
0 votes
1 answer
42 views

Required field validation while converting lead

I am using Database.Leadconvert to convert lead into account and Opportunity. So while converting there is validation in account object for a custom field, that we need to pass Business type while ...
SFDC-Beginner's user avatar
1 vote
0 answers
44 views

Where can I find Sales Engagement Cadences Email Threads?

I can't seem to access the email threads created by Sales Engagement Cadences. They show up under my Leads Activity Timeline but queries don't return it. I have tried the following queries: SELECT ...
Randy Apaousef's user avatar
1 vote
0 answers
14 views

Flow Test Choosing incorrect Lead Process for Lead Status Values

I'm trying to create some flow tests, but having issues with the lead status field. I have 2 lead processes set up (A and B), each with different lead status values. When I try to choose a lead status ...
denvergreene's user avatar
  • 1,198
0 votes
1 answer
64 views

How can i show the Campaign Name on a Lead field

So I've been trying to use a trigger. But it's not working. Ive created thid method that gets called in afterInsert and afterUpdate. So I'm testing it by adding a lead on Campaign Member and nothing ...
Testing1002's user avatar
-1 votes
1 answer
147 views

Assistance with Salesforce Rest API for Converting Leads to Contacts

I am a newcomer to Salesforce and have been successfully utilizing Salesforce Rest APIs. However, I have encountered a challenge that is causing some difficulties for me. Specifically, I am having ...
Waqas Ali's user avatar
1 vote
1 answer
48 views

Programmatic NPSP Lead Conversion

I have NPSP and a bunch of Leads whose 'Company' fields are filled with 'self' value. I'm using the Apex class which uses Database.LeadConvert to convert leads, but it creates an Organization 'self' ...
RandomNickname23's user avatar
0 votes
1 answer
302 views

Trigger native lead convert after screen flow

We have a fairly common scenario. Some fields on lead are not required as its unrealistic that all leads will have this info at creation. BUT they are required on Acct/contact/op hence are needed to ...
megaSteve4's user avatar
0 votes
1 answer
71 views

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
0 votes
1 answer
62 views

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
0 votes
1 answer
153 views

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
  • 11
-2 votes
2 answers
42 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
0 votes
1 answer
355 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 ...
Megha Goel's user avatar
0 votes
2 answers
103 views

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
0 votes
0 answers
59 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
0 votes
0 answers
16 views

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
  • 1
0 votes
0 answers
63 views

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
0 votes
0 answers
112 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
0 votes
1 answer
341 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
0 votes
1 answer
135 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
486 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
  • 17
-1 votes
1 answer
32 views

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
0 votes
1 answer
205 views

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
0 votes
1 answer
89 views

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
0 votes
0 answers
918 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
0 votes
1 answer
180 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
0 votes
1 answer
345 views

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
0 votes
1 answer
452 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
0 votes
1 answer
1k 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
  • 1
0 votes
1 answer
893 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
  • 3
-2 votes
1 answer
273 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
0 votes
1 answer
191 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
1 vote
1 answer
4k 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
-1 votes
1 answer
718 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
0 votes
0 answers
311 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
  • 1
-1 votes
1 answer
548 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
334 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
-2 votes
1 answer
233 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
155 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
159 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
153 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
83 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
0 votes
1 answer
218 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
258 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
40 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
1 vote
0 answers
510 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
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