Questions tagged [leads]
Lead is a standard salesforce object. A lead represents a prospect or potential Opportunity.
519
questions
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24 views
Unable to convert the lead [closed]
Could somebody help me with the conversion of the lead. Below are the things that are happening when converting the lead.
When converting the lead we are creating the reference check records for the ...
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0answers
10 views
Add Leads meeting criteria to Pardot from Salesforce automatically
We have a requirement to selectively add Leads meeting certain criteria to be added to Pardot.
As part of the initial setup we have not done a full sync of all Salesforce Leads and Contacts to Pardot.
...
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1answer
29 views
Lead ID - Contact ID - MC Connect
I use Lead Id and Account Id (for converted leads) as the main subscriber key, but there are some cases where they might use Contact ID as the key.
These Id values are different in Sales Cloud for a ...
0
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2answers
21 views
Lead and Opportunity Conversion [closed]
I have created record types, Customer and partner for both lead and opportunity. what should be done to convert customer lead only to customer opportunity as well as partner type lead to partner type ...
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29 views
Salesforce Lead.OwnerId not updating via .Net API wrapper
We have a problem where the OwnerId field on the Lead object is not updating when we try and update it using this Saleforce .Net API wrapper.
The following process occurs.
New lead is created
Lead ...
0
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1answer
15 views
How to avoid unconverted leads duplicating existing contact?
One scenario that we face is that we have a lead on an Account, which has been created via API for example by an external app. One other app will write the same person on our CRM as a contact. What ...
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0answers
19 views
Users are able to view converted leads via search
For some reason, non-system administrators are able to use search to view leads that have been converted. These users do not have any permission set which grants them view/edit converted leads.
...
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1answer
42 views
Setting up cross object loop and update records
I am trying to set up a trigger that will run a SOQL query to find all Campaign Member records that are associated to a Lead record only. Once I have that list I would like to run a loop through the ...
1
vote
1answer
55 views
Lead Trigger and lead.addError()
I have this problem with triggers:
We have integration with our backoffice to receive leads. Unfortunately, we can't change this integration. It sends the leads when when it shouldn't.
On insert if ...
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0answers
9 views
Lead Scoring Einstein possible with Object “Account”? (We don´t have leads in our Sales Cloud environment.)
Is it possible to use einstein lead scoring when we don´t have the object "lead" in our sales cloud environment? We need the lead scoring for the object account...
0
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1answer
22 views
Campaign Member Trigger to reference related Lead level field values [duplicate]
I am trying to write values to the Campaign Member fields based on values from the related Lead record. When I attempt to run this I get the error message:
addCampaignMemberValues: execution of ...
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0answers
47 views
Using Web-to-Lead on Accelerated Mobile Pages (AMP)
We are having a problem with converting our current AMP form to a web-to-lead form with SF. Currently the access-control-header is set using our back-end PHP handler which lists our website. I don’t ...
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0answers
21 views
Equal and round robin distribution of Leads
I want to create an automated process for Lead Distribution that takes into account the fair dividing of Leads per Lead Source among agents taking into account agent availability like out of office. I ...
0
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1answer
30 views
lead import from facebook using webhooks
I am struggling to configure Facebook app and the apex code to import lead ads. I need to submit the app for an app review for which it asks me the credentials to test the app. Which credentials ...
-1
votes
1answer
76 views
Trigger not creating task [duplicate]
Below is my trigger which creates a lead and then it should create a task but it is not doing that
trigger LeadKeyFieldPopulated on Lead (before insert, after update) {
List<Task> NewTask = ...
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vote
0answers
25 views
How to make Reply, Reply All, Forward options available
I have created a new email service which populates a Lead__c field on the emailMessage object. Then i am displaying the emailMessages in a related list component. However, even though im getting the ...
1
vote
1answer
34 views
Apex trigger on lead to check for a converted status
I am a bit stuck writing a trigger that checks if the Lead Status was changed to a converted status without converting.
As per standard, "Qualified" is the only status that can be used as a converted ...
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0answers
8 views
I have a controller for my lightning component which has checkbox fields and i dont know how to write its test class can someone help? [duplicate]
Here is my code for that class on the lead object i need a test class for.
public class DisplayProductInterestController {
@AuraEnabled
public Static Lead getLeadInfo(String leadIdent){
...
0
votes
1answer
31 views
Verify if a customer already opted out to be deleted
Is there a way/place/functionality where you can verify if a customer already opted out to delete the data from Salesforce? to avoid recreating it again.
Example: a Lead requests that his data is ...
1
vote
1answer
30 views
Tie Email Responses back to Lead Object
I am attempting to allow users from my company's sales department to email potential customers from a lead in service cloud, then if the customer replies to their email i need to display the email ...
0
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0answers
25 views
Some Facebook Leads are not recording into Marketing Cloud Data Extension
We have configured the Lead Capture in marketing cloud org and created the Lead Capture Task and connected it with the Facebook ads page.
It is working fine and most of the leads are recording in ...
1
vote
1answer
50 views
Metadata api/DX mdapi is retrieving incorrect values of lead process
I am retrieving Lead information through the metadata API and the business processes that come with it do not match what is in the org.
I have verified the org I am retrieving from is correct. I also ...
0
votes
1answer
15 views
Enable a checkbox on a Lead record
I am looking for a way how to enable a checkbox on a Lead record when the Lead Owner is part of a Public Group.
Could someone help on this ?
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0answers
53 views
LinkedIn Lead Gen to Salesforce Marketing Cloud
I note that "Lead Capture" is a feature in SFMC Advertising Studio, however it appears to only support Facebook.
Is it possible, either through standard SFMC functionality or other 3rd party ...
0
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1answer
37 views
Lead is not flowing from Linked Lead Gen Form
I have configured the LinkedIn Lead Gen as per guidelines in Release Note. And also I am running the campaign on LinkedIn that are capturing the leads. The lead count is increasing in the LinkedIn ...
0
votes
1answer
50 views
Force Lead Assignment Rules to Always Run
We are having an issue where our lead assignment rules are not being processed. I have verified that the rule is active.
We have data integration services in our org that update our leads via data ...
0
votes
1answer
16 views
Avoid or prevent Lead edition when status is “Qualified”
I have the next requirement: When users set lead to 'Qualified', I want a way to prevent them to editing any field.
I've tried some things like validation rules like this:
ISPICKVAL(PRIORVALUE(...
0
votes
1answer
26 views
Adding custom functions to Lead “control bar” drop down list
Apologies if the question title is vague, I'm unsure what the correct name for this particular object/control is. I've attached an image to demonstrate more clearly.
The "Send SMS" is a custom ...
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0answers
20 views
Einstein Lead Scoring - Give certain fields higher weighting?
I am using Einstein Lead scoring and want to know is there a way to give a certain field a higher weighting? So if we know that a certain field has a value of "True" for example, I'd want that field ...
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0answers
14 views
Does Licence management application access subscribers Credits
Please advice,
Licence management application (LMA) have a Subscribers. In the LMA Subscribers tab i have a Subscribers that Subscribers have accessed my application from AppExchange. That application ...
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0answers
13 views
Enforce that a new lead is always a campaign member when a certain profile is creating the lead
We have a telemarketing team that is generating new leads for certain calling campaigns.
The Telemarketing profile must only be creating leads that are associated to these campaigns, however a lot of ...
2
votes
0answers
42 views
Assign using Active Assignment Rule being ignored with UpdateSingleSalesforceObject
The AMPscript function UpdateSingleSalesforceObject ignores Assignment Rules when Leads are created or updated. Is there any way to assign the assignment rule when a lead is updated via ...
0
votes
1answer
57 views
Add Custom Button to New Lead Edit Screen
Is it possible to add a button to the New Leads flow? Once a lead is created, I'd like to have the option to click save and create a new task. "Save & New Task".
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10 views
Hide lead records from global search and list view including system admin
I have implemented lead conversion from apex class. I have done that correctly. But after the conversion I want to archive the lead(Hide the lead from list view).
In standard lead conversion ...
0
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1answer
29 views
How to count distinct companies in Leads
As Company is a text field in Leads, I cannot figure out how to count the number of distinct companies we have for all our Leads. Is there a work-around? Thanks.
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1answer
129 views
How to use google lens to scan business cards and save the fields in salesforce lead and contact objects?
I am trying to understand how the Google lens for card scanner works? If there is a way to implement that which Salesforce. For example if you scan a card from mobile using Google lens card scanner ...
0
votes
1answer
146 views
How can i get Account id in Lead object for Formula
Firstly i need the write query in mailchimp entegration for salesforce contacts and leads, in this case i will get 1 checkbox situation. with formula but in leads i dont have lookup for account rather ...
0
votes
1answer
56 views
Duplicate Lead/ Opportunity Check
I am working in Professional edition where I need to prevent the creation of a Lead if there is an Opportunity present with the same Unit_Id.
I created a Process Builder, a flow and a validation ...
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0answers
17 views
Lead Object field not showing up in list of fields on that object
There is a field on the Lead object (the "Organization" field) that I'm trying to automatically update to "self" if it has the value "not provided". So I thought Field Updates in Workflow Rules would ...
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0answers
20 views
Mass Finding Duplicate Leads in Salesforce
Sales Rep has Uploaded leads into salesforce by adding them as campaign members. The leads under campaign members have many duplicates,
can anyone suggest a method or a process to find out Mass ...
0
votes
1answer
23 views
Update lead record on javascript button click in lighting
I am new to salesforce lightning. I have a button in classic that update the lead status. But I am not been able to figure out how the same thing will be written in lightning. Here is my classic ...
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0answers
20 views
Integrating Sales Force SDK to existing android application
I want to integrate the sales force SDK to an existing android application. The only requirement I needed is to upload the leads to the salesforce account .how can I achieve this goal or is there any ...
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vote
2answers
68 views
How can i access the value of particular field in Schema
Here in fld i have all fields of Lead Object and now i want to create a new Account and Name of the Account will be Lead's Name
public void show()
{
Schema.DescribeSObjectResult a_desc = ...
0
votes
1answer
60 views
Flow and capturing Display Text on screen
I am attempting to build a guided actions list using flow on the leads object.
What I've completed so far is:
Assigning RecordID
Getting Lead fields
Screen that displays 3 questions (Display Text) &...
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0answers
176 views
Lead Record Type for Pardot Prospect
What is a best practice way of automating the Lead Record Type selection for a Lead that was created from the sync of a Pardot Prospect? For example, in SF there are 2 Lead Record Types,
1. Sales
2. ...
0
votes
1answer
96 views
Selecting Lead status qualified not converting lead
When a user selects 'Qualified', the Lead doesn't Convert and this is messing with our reports.
I would like to not allow users to select the Lead Status 'Qualified', and the only way for a Lead to ...
0
votes
1answer
228 views
Lead Auto Assignment Rules Not Sending Email Notification
Users are not receiving email notifications of leads using the automated lead assignments in Salesforce.
After a lead is submitted through the website, it flows first to Marketo which uses the ...
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votes
0answers
36 views
Is it possible to create email activity in Lead activity timeline?
I want to send an email using Process Builder and I want the email to appear in the Lead activity timeline.
I have tried an Email Alert and using the API to send a Visualforce Email Template via an ...
0
votes
1answer
53 views
How to fetch the latest events on lead records without using query?
I have a Map where key is event id and value is the event, Map. These events are created on Lead object. And this Map may contain more than one event created on Lead records. My requirement is to ...
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0answers
83 views
Leads and APi Integrations with Web Page Error for Site Owner. Invalid domain for site key
I asked the web developer for a company to send me updated API key Pair Nickname, Site Key and Secret code to generate reCaptcha codes. Upon testing from the HTML form, I cannot submit because I get ...
