Questions tagged [leads]
Lead is a standard salesforce object. A lead represents a prospect or potential Opportunity.
645
questions
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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 ...
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1
answer
48
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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,
...
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0
answers
23
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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 ...
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1
answer
40
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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, ...
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42
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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 ...
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44
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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? ...
-2
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2
answers
38
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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 ...
- 7
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votes
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 ...
- 303
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votes
2
answers
51
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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 ...
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0
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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 ...
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16
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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 ...
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16
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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 ...
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answers
45
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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 ...
- 487
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1
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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://...
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1
answer
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. ...
- 4,947
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2
answers
120
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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 ...
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1
answer
26
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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 ...
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1
answer
60
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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. ...
0
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1
answer
47
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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" ...
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27
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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 ...
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368
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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 ...
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1
answer
144
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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 = ...
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answers
31
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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 ...
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60
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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 } ...
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1
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96
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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 ...
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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 ...
- 3,250
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431
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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 ...
- 1
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1
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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 ...
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1
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117
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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.
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174
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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 ...
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111
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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 ...
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1
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2k
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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)
...
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0
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21
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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 ...
-1
votes
1
answer
500
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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 ...
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0
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162
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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 ...
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1
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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 ...
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1
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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: ...
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0
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346
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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 ...
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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 ...
0
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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 ...
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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:...
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, ...
- 26
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1
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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.
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1
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205
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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 ...
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180
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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 ...
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1
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1
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36
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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 ...
- 246
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400
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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 ...
- 116
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1
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652
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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 ...
- 105
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395
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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 ...
-2
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1
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78
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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?