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Questions tagged [leads]

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

0
votes
1answer
29 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 ...
0
votes
0answers
18 views

Lead to Queue if Task is untouched for 10Days [closed]

Can someone please help me with best approach on how to achieve this. I want to move the Lead to a specific queue when the task associated to that lead is not touched and is open for 10 days. I ...
0
votes
0answers
8 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 ...
0
votes
0answers
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 ...
1
vote
1answer
13 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
2
votes
1answer
17 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. ...
0
votes
1answer
17 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 ...
1
vote
2answers
40 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 ...
0
votes
0answers
23 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 ...
0
votes
1answer
21 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.
0
votes
1answer
53 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. ...
0
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0answers
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 ...
1
vote
0answers
30 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?
0
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0answers
24 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 ...
0
votes
1answer
22 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
21 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
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 ...
0
votes
1answer
58 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
41 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
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0answers
11 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
34 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'...
0
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0answers
13 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
35 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
20 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
votes
0answers
50 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
30 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
142 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
28 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
50 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
50 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
289 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
37 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
24 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
27 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
67 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
19 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
62 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
votes
0answers
41 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
244 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
95 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
179 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
2answers
95 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
35 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
votes
2answers
272 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
vote
0answers
282 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
138 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
47 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
369 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 ...