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Questions tagged [leads]

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

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0answers
26 views

I Keep Getting The Same Error When Trying To Uninstall A Package - (Insufficient access rights on cross-reference id)

I'm trying to uninstall a package from an org, but keep getting the same error. This is the error I keep getting:- "Lead could not be removed during uninstall. insufficient access rights on cross-...
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1answer
27 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
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3answers
86 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) ...
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1answer
18 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 ...
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1answer
12 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
41 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
38 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
220 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. ...
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2answers
14 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
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1answer
19 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
20 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
31 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....
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1answer
17 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
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0answers
48 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
votes
0answers
10 views

Track Email send by Mass Emailing

I need to display the count of Contact and Leads which have read/opened the emails for a particular Campaign. How shall i implement this?
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 ...
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0answers
23 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
174 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
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1answer
59 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 ...
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2answers
84 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
31 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
31 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
212 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 ...
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0answers
144 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
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1answer
60 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
32 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. ...
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1answer
209 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 ...
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votes
1answer
32 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 ...
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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
25 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
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0answers
36 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
62 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 ...
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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
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1answer
137 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
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2answers
84 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
304 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
100 views

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

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

How to relate outgoing email to Salesforce Lead and auto-creating Email Activity on Lead Record when sent?

I have enabled Lightning for Outlook and Enhanced Email with Lightning for Outlook. Also I have installed Lightning for Outlook plugin in my outlook but I don't see any option to relate email to lead. ...
0
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1answer
307 views

Submitting web-to-leads with AJAX instead of embedded form

I am attempting to make my SalesForce form work with a redesigned form using AJAX instead of a simple jQuery submit function. I don't understand what I am doing wrong. Right now after submitting the ...
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0answers
70 views

Find state from Area Code

Our leads come in with just a phone number. I am looking to populate a custom field for the Lead State based off of that area code. I have already added a custom formula field to populate the time ...
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votes
0answers
16 views

How to send leaddetails to respective leads as mail instead of showing details of other users in table

global class NotifyLeadActionowner implements Schedulable{ global void execute(SchedulableContext SC) { AggregateResult[] leadList= [select owner.name leadownername ,owner.Email mails, ...
2
votes
1answer
130 views

Changing Lead Ownership for Siblings in Role Hierarchy

I have 2 roles in my org: A & B. They users assigned to the role A have permissions to 'Create/View/Edit the Lead object as well as permission to 'Transfer Leads' and 'Transfer Records'. A and B ...
2
votes
1answer
34 views

Geolocation of all leads and accounts in Sales Cloud

my fashion organization is planning to buy Sales Cloud. One of the requirements of the sales men is to see in a map (Google Maps style) all leads and accounts (with type = "store") and also the ...
1
vote
1answer
108 views

Prevention of Lead conversion as it has a time based action queued

I have a process builder which fires on lead creation. It creates a time based action, which says that a chatter reminder will be posted after 7 days if no activity on the lead has been made. So if ...
1
vote
2answers
829 views

Post to chatter with hyperlink in Process Builder [duplicate]

When new Lead is created I would like to post on chatter group with clickable first and last name of lead, which would redirect user to record page. Here is what i tried: I tried to mention @[Lead]....
1
vote
2answers
269 views

Sending Email to Queue Members On Lead Creation Without Using Assignment Rules

I have 2 Users that belong to the queue 'Sales' with the Send Email to Members checked. I have an online app that creates a new lead, and sets various lead fields, but the email is not sent to ...
0
votes
1answer
39 views

Unable to update existing lead from force.com site [duplicate]

I have a requirement where I need to update an existing Contact in Salesforce from a Visualforce page on display of a Force.com site. How can this be achieved, since there is no update permission on ...
1
vote
1answer
26 views

Custom Field on Lead Mapped to Custom Field on Account

New Admin here, so forgive what is probably a simple solution. On the Accounts Page Layout, I have a section called “Competitive Information” with four custom fields. I have been asked to make these ...