Questions tagged [leads]

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

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12 views

Unable to send list mails to leads with email opt out unchecked

I am having problems with sending list mails. I have Enable privacy settings for emails. So if a lead has Email Opt Out, that lead will not receive the email and the sender will receive the email This ...
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3answers
21 views

Error : Illegal assignment from Schema.SObjectField to Id

I have create lookup relationship between lead(parent)& case(child) and opportunity(parent)& case(child).When converting the lead, I would like to update the lead case field to the opportunity ...
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1answer
24 views

Is it possible to map lead case to a opportunity case?

I create a lookup relationship between Lead(Parent) and Case(Child) Object .When I convert the lead,the lead case field will be updated into opportunity case field. Can anyone explain how to do this ...
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1answer
50 views

Leads, Territories and Dashboard filter in Lightning Experience: impossible combination?

In Lightning Experience I have created a dashboard that displays a number of Account and Opportunity reports. These reports themselves do not apply any filtering on Territories, but the dashboard does....
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17 views

custom process to track lead status duration

I have a requirement to display lead status duration which is similar to opportunity stage duration. As opportunity stage duration comes by default on hover where as lead doesnt have that ...
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0answers
14 views

Error trying to access LEAD activity when building a Journey

I'm hoping to confirm my suspicion that the error pasted below is the result of my login not having the correct privileges in Sales Cloud to access the LEAD activity in Journey Builder. Can someone ...
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0answers
23 views

Lead trigger with AccountQuery

I'm very new to SFDC, please help me to write trigger on below criteria. There is common field called passport in Both lead and Account, when ever user trying to create/update lead record, if passport ...
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1answer
42 views

How get Lead Id in apex trigger

When sending an email from the lead screen. Is it possible to get the lead id in the before of the EmailMessage trigger?
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1answer
14 views

Error: Method does not exist or incorrect signature: void getInstance() In trigger;

I'm with a requirement to populate two fields in Oppty, with the value of one field on Lead, only after the Lead conversion. One of those fields is already mapped through the native conversion of Lead,...
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1answer
26 views

Invalid field from Lead using sobject.put in batch apex

During a batch apex class, we are copying one field value from one field to another field. Using the following code below we got the error message. How can we resolve this issue? Steps we have tried ...
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1answer
128 views

Dates appearing one day before the actual date

I am displaying a Lead list using a datatable inside a aura:component. This is the table i am displaying: I am developing this app from India. And, when the client opens the same app from USA, this ...
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1answer
35 views

I have a use case where all the converted leads is not working as excepted [closed]

I have updated the code below. Count all the number of converted lead on quota object Lead_Converted_Count__c feild. Below is the code. There is no relationship between quota__c and Lead obecj But ...
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1answer
19 views

Unable to View Leads on Contact Object's Related Lead List

I have a custom field (Associated_Contact__c) on my lead object to create a relationship to an associated contact (via lookup field). The field is populating as expected, but when I look at the ...
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1answer
26 views

Can we add two salesforce Org in Web To Lead Form? [closed]

I have a requirement where I need to send the lead generated from the web to lead form to two different salesforce org. One is to my Org another is to our partner's org who also maintains salesforce,...
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1answer
22 views

Functional difference between Business Processes and normal picklists?

What are the benefits of using a business process for leads, cases, opportunities and solutions rather than defining a normal picklist to hold the record's status? Is it just so you can assign the ...
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2answers
27 views

Simple Lead Assignment Causing Trigger to Fire 4 Times

I've seen my share of recursion issues, but this one is strange. I have fairly simple code triggering lead assignment rules to run when a field (New_Company_HQ_State__c) is changed on a lead. The ...
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30 views

How to tackle with spam leads on Salesforce?

we use web-to-lead form to capture leads on our organization. We also had recaptcha integrated in the form to avoid spam leads. However, we are still receiving them frequently which is annoying. We ...
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1answer
68 views

Updating Attribute from Journey Builder Wait By Attribute Activity

My Journey has a Salesforce Data Entry Event and a Wait By Attribute activity containing an attribute date from Salesforce Lead record. The moment the Journey reaches the Wait By Attribute activity, ...
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2answers
35 views

How to make field mandatory based on another field without javascript?

I am trying to achieve a functionality where GST no field should be mandatory when IST flag is set to yes.Below piece of code didnt work for me . Also I cannot use Javascript for some reason <div ...
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1answer
133 views

LWC (Lightning Web Component) Convert Lead Via Apex and return Account Id

I would like to call a custom APEX Class that converts a lead. I have successfully been able to create the LWC, Call the Apex Class, & Convert the lead. I am having trouble returning the new ...
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1answer
11 views

Display Leads and Accounts in the same visualforce <apex:map>

I have a apex class that queries for leads which I then display in a visualforce using apex:map to show where these leads are located. What I want to do now is to display also accounts in the same ...
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2answers
36 views

marketing cloud to Salesforce data update from a web page

I need to have sent, an email from Marketing Cloud to a Lead. That email should contain a link to a webpage (created in Marketing Cloud) that contains a checkbox and a Submit button. When the Lead ...
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0answers
14 views

Salutation field on the Lead object has missing label when viewed on the salesforce app

I have created a new layout for the Lead object which contains the default Name field that comes with the lead. When viewed on the desktop, the field appears properly with labels for Salutation, ...
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0answers
12 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
140 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
36 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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0answers
30 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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0answers
26 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
49 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
78 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
14 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
28 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
65 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
34 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
40 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
85 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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0answers
37 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
62 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){ ...
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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
34 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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0answers
34 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
70 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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0answers
87 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
41 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
84 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
20 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
27 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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