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Questions tagged [leads]

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

0
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0answers
9 views

Can you repurpose the 'Add to Call List' button from the lead object for a custom object? [on hold]

I would like to add the 'Add to Call list' button (available standard on the lead object) feature on a custom object but are having a hard time doing so. Our custom object has the ability to 'select' ...
0
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0answers
19 views

Issue regarding setting up the Assignment rules? [closed]

As i am setting up the assignment rules in my org but am unable to do that i have set the rules as per the Account names that should be assign to lead gen team.but its not working.can anyone help me ...
0
votes
0answers
9 views

Forms created in pardot not sending in leads

I have created a form in pardot and put it on landing page. Form completion actions are: add to list send autoresponder add to crm campaign first two things are happening however last one is not ...
0
votes
2answers
15 views

Lead Formula for sending an email when converted

I created a process builder flow that will send an email when a lead is converted in lightning. I created a hidden formula on the lead field that pulls in all the ConvertedID's in one field and I ...
-1
votes
1answer
40 views

Data from My Server to Salesforce Leads

I am new to Salesforce, I have created a web application to collect pdf documents and other details like name, contact, email etc from the user. I want to push all the data including pdf files to ...
0
votes
1answer
17 views

The campaign field is missing from Lead layout in Lightning

When creating a new lead in Lightning, we were able to select the related campaign. This field is missing from Lightning. I see there is an idea for that: https://success.salesforce.com/ideaView?id=...
0
votes
2answers
33 views

Query lead owner city in apex soql

I am trying to do an soql query in apex which will fetch the lead city value as well My query is looking something like the following: select count(Id)cnt, OwnerId from Lead where Owner.City =: ...
0
votes
0answers
8 views

Lead Name (FULL NAME) field not available in 'Leads' and 'Activities with Leads' standard report types

I am a System Admin. In addition to our company's sandbox, I also created a new Developer Org to see if it is any different. However, I can't seem to find Lead Name (the FULL NAME) field to use as a ...
0
votes
1answer
14 views

How to create round robin lead assignment for certain lead status value and lead source?

I have done the setup listed here (https://help.salesforce.com/articleView?id=000004000&type=1) for round robin lead assignment, but 'd like to do a lead assignment based on two criteria: the lead'...
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0answers
9 views

When lead is converted - Remove Duplicate OCR - NPSP

When i convert a lead , there's a duplicate record on opportunity.contact role . Two primary contact created and one of them have ROLE: DONOR i need to remove this contact w/ role donor. btw im using ...
0
votes
1answer
29 views

Workflow based on activity history subject

I would like to be able to create a Workflow that updates a custom field on a Lead object with a timestamp containing the current date only when on that Lead there is a Task on the Activity History ...
0
votes
1answer
16 views

recordtypeid web2lead form not saving correct

I have the following web2lead form where I add a recordtype. On submit it still generates a default lead recordtype. Am I missing something? <META HTTP-EQUIV="Content-type" CONTENT="text/html; ...
2
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0answers
27 views

INVALID_ID_FIELD, SaveAsActivity is not allowed with whatId that is not supported as a task whatId [duplicate]

I have an email template which is configured like this: recipientType="Contact" relatedToType="Lead" The email is sent using this: mail.setWhatId(leadId); mail.setTargetObjectId(contactId); mail....
0
votes
1answer
29 views

Create weekly report on open leads with history and send via email

So I've been given the task to create a weekly report that is sent by email (as an Excel file) to the administrator. The report has to contain all the open leads, and the ones that were closed in the ...
2
votes
3answers
112 views

Validation Rule Assist: Lock down multiple lead fields after they are first populated

I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated. Essentially I would like to prevent everyone (including our marketo sync user) ...
0
votes
1answer
27 views

how to compare emails with trigger in two objects

Good morning, I'm new to the apex trigger world and I have a problem. I need to create a trigger that compares me to the emails of leads and if it coincides with an email of "Candidato_wifi". Do not ...
0
votes
1answer
13 views

Intelligent email campaigns with SalesForce

I'm wondering if I can get some help in the email campaigns & newsletter topic: We want to implement some automations regarding newsletter subscriber TO hot-lead conversions, and I'm curious if ...
1
vote
2answers
47 views

Is it possible to bypass Salesforce's required lead fields on initial record creation? If so, how?

As the title asks, trying to bypass required lead fields on record create so the end user doesn't have to fill out last name or company. I only want them to fill out email. What's best route? Could ...
2
votes
1answer
40 views

Trigger not updating Lead.State before update/insert (state/country picklist use case)

We are using the Salesforce State/Country picklist and the integration values used for US States are state codes, e.g. CA, WY, AL, etc The salesforce AppExchange sends the leads to Salesforce and it ...
5
votes
1answer
250 views

Is it possible to access the email of a Lead's owner directly?

For instance, I am writing some code to send an email using a after insert trigger. I am wanting to get the email address of the lead owner I am currently iterating over, but am running into an error. ...
1
vote
2answers
24 views

Event with Multiple Leads and Contacts on it

I'm looking for a way to represent something like a seminar where they are many attendees that are clients. Some of these clients will be represented by Contact records and some Lead records. I'd ...
0
votes
1answer
22 views

How to assign duplicate Leads with same Owner

Background Leads are created via web-to-lead which means website visitors can created multiple Leads within Salesforce. Also, Leads are assigned using a round robin method. Ideal Outcome If ...
-2
votes
1answer
21 views

Issue with merge and delete lead

It was brought to my attention when changing some User Profiles so they don't have permissions to Delete any Leads or Accounts, that the same button to Delete is also tied to "Find Duplicates". So, ...
1
vote
1answer
45 views

Unable to Create Lead - Insufficient Privileges

I am attempting to allow a profile to create a lead. The profile has: The lead record type assigned. The correct page layout assigned. Create, read, and edit permissions assigned for the lead object....
1
vote
1answer
18 views

Fields depending on Lead status

In Leads, I need to show/hide some fields depending on Lead status. Is there any way to do that without creation of a Lightning app or visualforce page ?
3
votes
0answers
50 views

Flow (INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY)

I have a flow that creates a Lead, Sales Task, Campaign Member Record and a Note. When logged in as an Administrator the flow works perfectly fine. (See below image) When I log in as the User to test ...
1
vote
1answer
17 views

Convert Lead to a Contact for an Account not owned by user

I am trying to design a method to allow sales people to convert leads to accounts not owned by them. The current settings for their profile only allows them to edit their own accounts. I cannot find ...
0
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0answers
31 views

Preferred Contact Method on Lead/Contact?

I need to assign a preferred contact method(email/phone/etc) to a Lead and Contact(after the lead gets converted). Is there a standard field/object that holds that information or should I create a new ...
2
votes
4answers
205 views

How to change Lead owner before Process Builder sends Email

Background I am using Web-to-Lead, Lead assignment rules, Process Builder and Docomotion. All leads created via web-to-lead are assigned to Bob. Then the lead assignment rules share the leads in a ...
0
votes
1answer
73 views

Can the “Path” element be hidden once the final criteria has been met?

I'm wondering if its possible to turn off or hide the "Path" across the top when the final criteria is met. Then have a new path show up in its place. Currently the only way I can think about getting ...
0
votes
2answers
126 views

How to remove convert option from lead status path?

I have written my own custom lead conversion by adding separate button and its working fine, but from lead status path button it is still working as default. I want to remove this "convert" option ...
0
votes
1answer
54 views

Show Modal prior to stage change

Looking to validate a proof of concept here. Prior to a user changing the stage of an opp/lead for instance, I want a modal to pop up with a "Please verify X fields before submitting". Rather than a ...
2
votes
0answers
34 views

Cannot insert Contact with REST API if a Lead with the same e-mail address exists

I noticed in the UI that when I try to insert a contact with an e-mail address that a lead already has, I get a warning (before I click save and insert the contact) saying that this is a possible ...
0
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2answers
258 views

Sign Up for a Trailhead Playground with Einstein Lead Scoring

By following the below steps from Salesforce Trailhead "Sign Up for a Trailhead Playground with Einstein Lead Scoring", I am able to create a new org with Einstein Lead Scoring. But while verifying ...
1
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0answers
209 views

In Lead conversion, existing Account and Opportunity standard and custom field values are not visible in lead convert page

Created Lead with company name which is already available in the Account. Then I converted the lead to Account and Opportunity. In lead convert page I selected the existing Account, In Account compact ...
0
votes
1answer
88 views

Using Flow to add lead to a campaign

We have leads coming in from various sources. Depending on the source of the lead, the lead should be attached to a specific campaign. How would we leverage process builder and flow to automate this ...
0
votes
1answer
41 views

Salesforce SOAP API doesnt have setRecordTypeId method when using enterprise WSDL

I am using SOAP API to post leads in salesforce i want leads to be of specific record type but im not getting any option to set the record type of lead.Please Find code below. ...
0
votes
1answer
290 views

Create leads in Salesforce through REST API. How to assign assignmentruleHeader and emailHeader?

I am trying to add leads in salesforce through rest API.Code is in java. I have converted WSDL to jar files and added as reference in Eclipse which allow to access salesforce objects in java. PFB my ...
0
votes
1answer
40 views

How to get the default lead source dynamically? [closed]

Currently, I'm just using this line: opp.LeadSource = 'Web'; as a static value to set the opp.LeadSource picklist on my vf page. Is there any way to do it dynamically? Instead of using static, I hope ...
0
votes
1answer
25 views

Why are converted leads in reports by default? …and can I hide them?

If I hit a link to a converted lead I get presented with a notification that it has been converted with a link to acct / contact. However if I run a report on leads, converted leads are in there by ...
0
votes
0answers
13 views

Record the reply to email sent to Lead with Cc as “Email to Salesforce”

I am sending email to a lead with my Email to Salesforce address in cc. That email gets recorded as activity under that Lead. But when Lead replies to that email (with Email to Salesforce address in ...
1
vote
1answer
27 views

How do I track and manage multiple leads for the same contact but from different sources?

I'm trying to find a way to track the leads that I get from different channels but which are for the same lead/contact. For instance, if I have a potential client contact us through our website, but ...
0
votes
0answers
37 views

Custom Fields are not Displaying on Lead Page Layout During Creation

I have created custom lead fields (one currency field, one date field) and added them to the page layout of a custom lead record type. I have verified the page layout assignment is correct. When ...
0
votes
2answers
69 views

Prepopulate Lead Phone Field from Visualforce Page

What is the best way to prepopulate the lead phone field or any field on the standard lead creation page? I currently have a link on a visualforce page to open the lead creation page, but URL hacking ...
0
votes
2answers
8 views

Merging leads with Source tagging

My requirement is to tag the different sources of leads coming from web portals. If duplicate lead comes from different portal, it should be tagged so that business from different portals can be ...
0
votes
1answer
186 views

How Web To Lead Works Under the hood [closed]

Salesforce generates HTML for web to lead setup. Which eventually creates lead directly in our org. What I want to know is that how actually it works, I assume it uses rest services to create lead, if ...
0
votes
2answers
89 views

Removing Comapny name from Leads

I want to remove the company name from the lead standard page. since its mandatory and cant be removed from layout as well, can you guys suggest some changes that can be done like defaulting the ...
1
vote
1answer
423 views

Remove Lead status from Sales path but not from Lead status field

I have to remove Lead status value from sales path of the lead but not from Lead status picklist field. For example if lead status having picklist value: New Nurturing working Dead converted Then i ...
0
votes
1answer
127 views

Change Label of “Convert” button in lead [closed]

I want to change the label of "convert" button on a lead object.
0
votes
1answer
15 views

Report on user who converted lead

How do you create a report that shows which user converted a lead? I want to know who clicked the Convert button on the lead. Marketing creates the lead and then we have sales development that work ...