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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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10 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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22 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
21 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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8 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
24 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
40 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
39 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
18 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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14 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
16 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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18 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
29 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
28 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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66 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
37 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
71 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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31 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
42 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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47 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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7 views

Lead routing based on specified radius?

I'm trying to figure out if there's a way to assign leads to a user based on a 100 mile radius of their location. For instance, an office that is located in Omaha, NE would receive all the leads ...
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1answer
17 views

Assign leads per slot time

can validation do this ? Max 10 leads on Slot time per branch.. For example only 10 leads must be in 10:00am(Slot Time) per Iron Man(Machine).. Or apex/triggers will the job
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1answer
37 views

Unable to Create/Update Fields CreatedDate - Database.Merge Leads

I am trying to merge leads with the Database.merge method of syntax merge(masterRecord, duplicateIds, allOrNone), but I'm getting the following error: Unable to create/update fields: CreatedDate. ...
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1answer
19 views

Unable to update existing(Or) related leads while lead convertion

Currently, I'm working on the parent-child relationship on the lead object. So, we are restricting users to convert only master lead & then top 20 related leads will be converting as contacts to ...
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2answers
147 views

Lightning action(Email & Task) buttons not showing on Lead

I have the following configuration set and still Email and Task buttons not showing in the chatter lightning Lead Object: 1- Deliverability = All Emails 2- Task Has a record type 3- Feed Tracking ...
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32 views

Unable to convert a lead if country if country is not defalut country

few dacks back we have enabled country & state picklist values. So, when trying to convert a lead with a country called Canada they are facing an issue. because currently, the default country is ...
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1answer
24 views

Assign Lead To a person

I create a new lead. Based on a criteria, I assign to another person. In this case 5 == 5, so it will always be true. How can I confirm the lead has now been assigned to this person.
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1answer
146 views

How to check for duplicates while creating a record via Salesforce API

I have a usecase where users need to create Lead via Salesforce API. The use case is when user tries to create lead, the system checks if the lead or contact already exists with the same information. ...
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16 views

Looking for a method to delete LEAD Mapping programatically

I have inherited an org where we have run into some issues. one of the recommendation from Salesforce support is to remove existing lead mapping. There are too many fields to do this one at time. Is ...
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34 views

restrict the user to create only new Opportunity during conversion

During Lead Conversion, user can select existing Opportunity in Lightning. But I want to restrict the user to create only new Opportunity during conversion. How can I achieve this?
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36 views

Lead and Contact Duplicate Rules Updated?

We noticed some unit tests failures in our sandbox environments, and they seem related to duplicate matching rules. We haven't updated the standard rules, but was wondering if Salesforce pushed an ...
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1answer
52 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 ...
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2answers
28 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 ...
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1answer
43 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 ...
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1answer
295 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=...
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2answers
77 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 =: ...
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77 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 ...
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1answer
105 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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26 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 ...
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1answer
58 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 ...
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1answer
43 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; ...
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0answers
96 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....
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1answer
38 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 ...
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3answers
198 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
31 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
16 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 ...
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2answers
132 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
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1answer
65 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 ...
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1answer
398 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
122 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 ...