Questions tagged [leads]

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

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1answer
1k views

'Unexpected syntax: 'mismatch input 'insert' expecting RCURLY' on apex test class for trigger

I have a simple Apex trigger I'm trying to write a test for, but I get the error in the title when trying to save (error is at line 15 'insert n;'). I don't get this error in the line that inserts the ...
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0answers
142 views

How do I send a parameter to the lead convert page for Opportunity Name field. IN LIGHTNING!

IN LIGHTNING EXPERIENCE: I want to pass the Opportunity Name as a parameter to the Standard Lead Convert Form, so that users can just deal with the Account creation and press save, if they leave the ...
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1answer
86 views

Restricting closed leads from view, global search by owners of the lead

Is there a way I can restrict owners of lead to be able to search closed lead through global search within salesforce. So basically i want to restrict them to view their own closed leads. We have OWD ...
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2answers
460 views

How to sync CRM Lead Object to MC All Subscribers

Whenever a new lead is created in SF CRM, that lead will be added as new subscriber in MC. Is this possible with Contact Builder? What are the steps.
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3answers
2k views

Can anyone suggest a good Mass Duplicate Leads Merge Free tool?

what are the best Free tool for lead find duplicates and merge? Default lead merge only allows three records to merge. I need to merge more than one records We have figured out 1500+ leads which have ...
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1answer
61 views

Capture mass email responses in lead

I have many leads and i want to send them introduction email about our company services. I will use Mass email function of Salesforce. My question is if any lead response on the email, can we capture ...
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2answers
835 views

Turning Converted Leads to Read-only on Lightning

Lead is already converted but still editable. Lead OWD-Public/Write/Transfer which i think doesn't have anything to do with converted leads. One solution is to create a validation rule to avoid fields ...
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1answer
2k views

Validation Rule on Lead Status Prior To Conversion

Status should be "Sales Qualification" before it can be "Converted". Any other stages should fire an error. My validation rule code is: AND( NOT(TEXT(PRIORVALUE(Status)) = 'Sales Qualification'), ...
1
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1answer
75 views

Apex to run cross-object duplicate detection (Leads vs Contacts)

I have the following code that checks Phone, Phone2 and Mobile for Leads and gives an error if a Lead with the same phone exists, before saving the new record. How do I turn it into a code that will ...
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1answer
263 views

custom lead fields not mapping values after using lead conversion class

I created a javascript button that will convert the current lead to a contact based on conditions that I've sent. It works as expected. The problem I have is the custom fields from the lead are not ...
0
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1answer
733 views

Lead status visibility

Currently Lead status have 5 options for the picklist ( qualified, unqualified, converted, disqualified, junk) How to make the specific users or page layout can see only 3 options for the picklist (...
0
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1answer
55 views

how to create a date field call lead closed date when lead status equals to Qualified, Disqualified, Unqualified?

I want to create a customize field called lead closed date to show the date when lead status changed to qualified, disaqulified or unqualified. Anyone helps?
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2answers
708 views

Global search not returning converted lead

We are searching globally with a system administrator profile for a specific email and no results are shown. However, when using the "Mass Delete Lead" feature from the Setup, I can find a converted ...
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1answer
165 views

How can automatically assign all the prospects to a user in Pardot?

I want to import a list of prospects in a list in Pardot. import process is quiet easy. I just don't know how to assign all these users to a specific user during the import operation. does anybody ...
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1answer
398 views

How can I sync my prospect list in Pardot with Salesforce Automatically?

how can I sync my prospect list in Pardot with Salesforce Automatically? do I have to enable CRM syncing for each prospect separately? is there any way to make this process automatic?
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1answer
142 views

Converting of Lead Error

The error below occur if I'm converting a lead that has the same account in Lead Conversion. For example, I put a Lead under the Account 1 then convert it also with Account 1. Is this possible in ...
0
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1answer
58 views

Standard Salesforce convert into custom object

Im using standard salesforce lead and I want to create the opportunity in the custom object once the lead has been converted with checked create opportunity. How can I achieve this? How could I ...
1
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1answer
362 views

Creating Lead through REST API and time in date/time field is 4 hours behind

I'm working on an integration that creates Leads through the REST API. One of the fields that is updated on create is a date/time and so far every time we send a Lead through the time in this field is ...
1
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1answer
67 views

Identify leads which does not have a matching campaign member

Due to a trigger bypass method, few leads created in our org missed to create the corresponding campaign member. I need to find out the leads which does not have a corresponding campaign member. Could ...
0
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1answer
26 views

send a list of all leads whose status is changed to 2InProgess to their respective owners at the end of the day

Suppose there is a picklist field called status on Lead object with picklist values as New InProgress Closed. How to send a list of all leads whose status is changed to 2. InProgess to their ...
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1answer
840 views

Create leads or contacts from marketing cloud with landing pages smart capture

Can anyone guide me on how can we generate leads or contacts in Salesforce through a smartcapture form with hidden fields like record type? I only have landing pages in web studio.
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0answers
47 views

Do wildcards work in Assignment Rules?

Working on Lead Assignments but there are several counties that may be spelled differently, even if correctly. I am wondering if wildcards ('*') work? For example, if a Lead's Country field is "...
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3answers
2k views

Avoiding creating duplicate Contacts in Marketing Cloud when using Sales Cloud records

We are creating a journey in Marketing Cloud, where we are using a Salesforce Data Event and the Lead object to inject new Leads into the Journey as Contacts. The objective of the Journey is to ...
0
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1answer
94 views

Differentiating Lead Source by Referral Source

I'd like to know if I can show if website leads submitted came from organic search vs. seeing an ad then submitting a lead form. Is it possible to have Salesforce track behavior back to see where the ...
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2answers
289 views

Using Bulk API to import leads

We are thinking to integrate salesforce with out existing website. On our website, users have already existing leads created using our lead capture form. We want to import these existing leads to ...
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1answer
446 views

Accept button on lead detail page

How can i get Accept button which we see in List views of leads on details page of each lead. I tried but Lead page layout doesn't show option to add this button. Have anyone implemented this function....
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1answer
21 views

Get lead assignment to ignore business name prefix

Essentially, we have business records coming in with company names, but we'd like the lead assignment rules to ignore prefixes such as "The" or "A", etc. Formula fields have been tried, but it seems ...
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2answers
1k views

Attach existing opportunity to lead during lead conversion through Apex

I am trying to convert a lead and then attach an existing opportunity on it. Below is my sample piece of code. Public static void convertLeadUponDealApproval(String LeadRec,Id OpptyId){ Id ...
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1answer
21 views

Distributing a Leads list on a scheduled basis

I have a giant list of potential clients which I want to import into Leads. But I don't want to distribute all of them at one time. I would like to distribute a subset amount to the sales team every ...
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2answers
3k views

The 'Change Owner' button is not visible on lead list view for lightning view even for system administrator

The 'Change Owner' button is not visible on lead list view for lightning view even for system administrator which has all the permissions including 'Transfer lead', 'Modify All', 'View All' for Lead ...
2
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1answer
578 views

Assign leads from few queues as per round robin rule

In my org i have Lead assignment rule set and working. In that rule i have assigned leads to various queues depending on some field values. But i was trying to distribute leads from few queues to ...
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1answer
562 views

Trigger Lead Owner assignment not working for Web to Lead Form records

HI Folks, Got into some interesting scenario, Need your suggeestion to understand this issue. Below is the Order of Execution for Lead owner assignment that we have Scenario : Mode ...
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1answer
630 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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1answer
25 views

How to auto create Leads from a giant list per day?

I have a giant spreadsheet which is a list of 1,000+ potential clients. I would like to produce 10 new Leads from this per day to be used by our sales team. Is there a way to do this automatically ? ...
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0answers
34 views

Can we merge Lead using Mobile phone and other custom fields

In my org we have lots of duplicate Leads, few of them have same Email others have same MobilePhone and some have same value in custom field. Now when i tried to Find these duplicate Leads; it only ...
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3answers
59 views

Validation rule on lead object

Requirement: When New Lead is created with Course Type as online, phone no cannot be blank The below validation rule which i tried. AND( ISNEW(ISPICKVAL(CourseType__c,'online'))), ISNULL(Phone)
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0answers
41 views

How can we get Realtime Sales Alerts

How can we get Real Time Sales Alerts and deals and how to Connect our salesforce to customers in just one click?
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2answers
4k views

Is there a way to mass convert leads into accounts and contacts using data loader?

Is there a way to mass convert leads into accounts and contacts using data loader? I have 2400 leads which are already present in SFDC. don't want to use code. Please help.
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0answers
167 views

error while updating records of Lead

seeking help here. I have a sheet to update on Lead where i have State Code and Country Code fields to update. But while updating from Dataloader i am getting error as "invalid cross reference id". ...
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2answers
63 views

Updating database

Our company are about the implement a Salesforce CRM but there are some outstanding technical questions regarding the process of updating the database. Our website has a database of our users and ...
1
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1answer
362 views

Lead layout when creating a lead from an account (in Lightning Experience)

I would like to customize the lead layout, the one that is displayed when we click on "New Lead" from an account page in Lightning Experience. How do we do that? I tried Lead page layout, compact ...
2
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2answers
232 views

Is it Possible to Set a Chatter External User for Lead Default Owner?

In my case Lead is coming from external system and might be they don't have the Lead Owner column so, i would like to set Lead Owner which is "Chatter External User" as a Default Owner. (I tried to ...
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2answers
162 views

Lead duration for status

I need to Calculates days between current day and "Lead Open Date". It should stop counting when Lead Status no longer = "Open". How can i achieve this.Please suggest as i am not able to identify ...
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2answers
395 views

How to add a map widget to a Lead object?

I saw this app that adds a map to the Lead object: How can I do something similar?
2
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1answer
2k views

How to Prevent a user from changing lead status from “X” to “Y”

I have a marketing automation system in charge of distributing leads, and changing their respective statuses based on specific parameters. I would like to put a rule in place that would prevent it ...
0
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1answer
214 views

Creating Replica vf page of New Lead

VF Page <apex:page standardController="Lead" extensions="SourceMDMLeadPageController"> <apex:form > <apex:sectionHeader subtitle="New Lead" title="Lead Edit"/> &...
1
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2answers
462 views

Accessing campaign field of lead

I created a Visualforce Page to do some customization. First step of it is to access the fields. I am not able access Campaign field on the Lead object. I used the standard controller.
0
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1answer
320 views

Email a lead on adding as a campaign member

I've created a registration form via a public site where a lead is created and immediately added to a campaign via a visualforce page and custom controller (not web to lead). The coding is the easy ...
2
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2answers
601 views

Query Only Duplicated Records

One of my sales reps accidentally uploaded Lead records list twice into the Salesforce prod environment. How can I delete duplicated records? I've already used a query to find all records. The ...
4
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2answers
996 views

Is there a way to hide/disable standard Salesforce button clicked

Is there a way to stop standard Salesforce button being clicked? in the Lead page I have a standard button called "Convert" I want the user to stop clicking until the Lead is in certain stage, I'm ...

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