Questions tagged [leads]

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

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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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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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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 ...
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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 ...
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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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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 ...
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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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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...
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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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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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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 ...
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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 ...
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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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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 ...
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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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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){ ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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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 ...
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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 ...
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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 ...
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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(...
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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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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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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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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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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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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 ...
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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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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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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 = ...
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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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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. ...
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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 ...
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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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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 ...
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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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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 ...

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