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18 votes
Accepted

What Happens When A Lead Is Converted?

understanding Lead Conversion: When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved ...
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9 votes

Too many namespaces error

So, this is the Maximum number of unique namespaces referenced limit, which currently maxes out at 10. The explanation from the linked documentation: In a single transaction, you can only ...
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7 votes

Move Lead History tracking section data to account on lead conversion?

As mentioned above, you cannot insert into the history tables of SF. You can create vf page that will show both history from the Lead History and the related Account. Create custom button in the ...
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  • 1,535
6 votes

Convert lead in salesforce without creating an account?

There is no way you can stop Account creation on Lead conversion. The whole point of lead conversion to create Account so as to ensure business is taking place with the customer. However, you can stop ...
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  • 1,957
6 votes

How To Retrieve LeadConvertSettings with Force.com Migration Toolkit

In package.xml file with 39 version of API. It works <types> <members>*</members> <name>LeadConvertSettings</name> </types>
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5 votes
Accepted

How do you convert a Lead via the REST API?

You can try using the answer in this Question @RestResource(urlMapping='/Lead/*') global with sharing class RestLeadConvert { @HttpGet global static String doGet() { String ret = '...
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  • 655
5 votes

Delete chatter post on Account after Lead gets converted

You can write a trigger to do this by deleting this post .Trigger will be on FeedItem object with ParentId as the AccountId and Body equal to one you recieved . The psuedo code for the same will be ...
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5 votes

Can't create Apex Class, need to convert lead via REST

The Partner API SOAP method convertLead() is at its core an HTTP POST request where the Body is XML that conforms to to the WSDL. There is nothing stopping you from building up that XML string and ...
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5 votes
Accepted

can't assign convertedAccountId in lead after trigger for lead convert

Instead of this code: Account = New Account(Id = record.convertedAccountId), Use this code: AccountId = record.convertedAccountId,
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  • 901
5 votes
Accepted

How to convert a lead owned by queue?

When converting leads owned by a queue, the owner must be specified. This is because accounts and contacts cannot be owned by a queue. Even if you are specifying an existing account or contact, you ...
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  • 5,213
5 votes

Revert lead conversion

There is no OOB way to solve this for a variety of reasons The Lead Conversion can execute triggers on the converted-to-objects. These triggers could create new objects or even do callouts to ...
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  • 61.4k
5 votes

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

To hide the button This can be done with record types and page layouts Create two record types - one for Leads with stages up to but not including the stage that allows conversion one for Leads in ...
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  • 61.4k
5 votes

Marketing Cloud - Lead becomes Contact

There is a process for this, although it isn't documented externally. You can reach out to support or your local salesforce contact and ask about "Marketing Cloud Alternate Key Store" If you follow ...
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5 votes

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

This is probably one of those situations where you have a tradeoff between cost and time. When I (well, me and my intern) needed to sort through roughly 30,000 Contact records to 'deduplicate' and '...
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  • 46.9k
5 votes
Accepted

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

I think, you are creating time based action based on created date and this time based action is getting queued. I would suggest you to create a separate datetime field, let's say Action DateTime ...
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5 votes
Accepted

Why is my Lead Source not mapping over to Account & giving me an error?

By default, the standard Lead Source field on the Lead object is not mapped automatically to the Account Source field on the Account object when converting a lead. Refer this help link from ...
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  • 6,313
4 votes

Lead Converted Status

I think you might be out of luck. Apparently only the user's default record type will be used: Record types: If the organization uses record types, the default record type of the new owner is ...
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4 votes

Lead Conversion Trigger Order of Execution

Strangely, if the task details are entered on the lead conversion page, then the lead before and after triggers are called at the last (Lead after event). Even adding an error on the task trigger (...
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4 votes

How to convert a Lead to Contact automatically?

You might be interested in sfdc-web2anything, which can directly create contacts. If that's not your thing, a trigger on lead could definitely convert leads on creation, if you'd like. Take a look at ...
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  • 430k
4 votes
Accepted

How do we convert a Lead into person accounts in apex?

This is not that much of differ from the normal conversion. But keep the Company field of the Lead blank and convert. These are will be ended up with Person Accounts. Documentation here Leads with ...
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  • 6,151
4 votes
Accepted

Trigger to update converted Lead's Opportunity with information from converted Contact

trigger AddPrimaryContactToConvertedOpp on Lead (After Update) { // THIS TRIGGER WILL OVERWRITE ANY CONTACT DEFINED IN THE CUSTOM FIELD CONTACT__C ON THE OPPORTUNITY OBJECT. // SET THIS FIELD TO READ ...
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  • 61.4k
4 votes
Accepted

Can i get the Lead ID once it has already been converted?

You can use a standard report type of 'Leads with converted lead information'. Add a filter of Converted = true This will give you all your converted leads, the contact, opportunity, and account ...
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4 votes
Accepted

How to view converted Lead info?

In the Reports tab, create a new report using "Leads / Leads with converted Lead information" if you want to get account, contact, and opportunity information side-by-side with the lead, or you can ...
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  • 430k
4 votes
Accepted

unable to get code coverage for my apex trigger

Run all test and then check coverage. Sometime DC does not display correct code coverage. It will solve your problem.
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4 votes
Accepted

How to convert all my Leads to Contacts

Since you've tagged this as apex, I'll give you an answer that reflects that intent. global class ConvertAllLeads implements Database.Batchable<SObject> { global Database.QueryLocator start(...
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  • 430k
4 votes

Lead Status Converted Value to Contact Status

From the docs: When you convert a lead, data in standard lead fields is transferred into standard account, contact, and opportunity fields. For custom lead fields, the data is mapped to custom ...
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4 votes
Accepted

How to convert a LEAD to Person-Account directly (without any API or code)?

From this answer at Salesforce Developer Forums, it appears that when Person Accounts are enabled in your Org you can make the Company on Lead optional and remove it from the page layout. Do you ...
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  • 5,038
4 votes
Accepted

Setting Default owner while converting lead ...If Lead is owned by a queue

Just query the leads and place them in a map: Public class AutoConvertLeads { @InvocableMethod public static void LeadAssign(List<Id> LeadIds) { User u = [SELECT Id FROM ...
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  • 430k
4 votes

Invalid convertedStatus

The issue turned out to be that the API name of converted Status was different to MasterLabel. And i was passing the masterlabel on the code which was causing the issue . Now i changed the api name ...
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  • 11.9k
4 votes
Accepted

Create already converted lead

Did you try by enabling "Set Audit Fields upon Record Creation" permission? Here is how to: https://help.salesforce.com/articleView?id=Enabling-Create-Audit-Fields-for-Professional-Edition&type=1&...
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  • 2,054

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