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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 ...
Liron C's user avatar
  • 1,788
7 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>
Oleksandr Berehovskyi's user avatar
6 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 ...
smukov's user avatar
  • 5,593
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 ...
cropredy's user avatar
  • 71.9k
5 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 (...
Afroz Ahmed's user avatar
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 ...
cropredy's user avatar
  • 71.9k
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 ...
Kenneth Wagner's user avatar
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 '...
Derek F's user avatar
  • 62.3k
5 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 ...
Prady's user avatar
  • 12.3k
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 ...
Santanu Boral's user avatar
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 ...
Vijay Ganji's user avatar
  • 6,646
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 ...
Dave Humm's user avatar
  • 5,111
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 ...
sfdcfox's user avatar
  • 495k
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&...
Nielsm's user avatar
  • 2,084
4 votes

Create already converted lead

There are indeed a way to import converted Lead(which is a type of creating converted lead.) Fields we need for importing converted leads are “ISCONVERTED” , “CONVERTEDCONTACTID” , “...
Tushar Sharma's user avatar
4 votes
Accepted

Automate Lead Conversion in Salesforce

So, yes you can do this in Flow (or Process Builder) but you will need to invoke an Apex invocable class to do the actual lead conversion using the Database.convertLead method The Salesforce ...
cropredy's user avatar
  • 71.9k
4 votes
Accepted

What if we don't use Database.LeadConvert and manually create Account, Contact and Opp and update the Lead?

Not using a lead conversion feature may cause a loss of data. For example, converting the lead using Database.convertLead or through the UI will make sure that any activities and campaign information ...
sfdcfox's user avatar
  • 495k
4 votes
Accepted

Integration user can't be used for Lead conversion

Here are the steps Create the User Test Integration User. Assign User License Salesforce Integration Assign Profile Salesforce API-only System Integrations For that user, go to the Permission Set ...
cropredy's user avatar
  • 71.9k
3 votes
Accepted

Passing Product from Lead to Opportunity on Lead Conversion

The specific reason for your error is in the clone of the Opportunity Opportunity otemp = o.clone(false, false, false, false); In the doc, the first argument is whether to preseve the ID, you have ...
cropredy's user avatar
  • 71.9k
3 votes
Accepted

create user in trigger of contact

You can try below code. Step 1- A trigger on Contact Object, which will get executed after inserting a Contact Record. Step 2 - Fetch only those contact where ConvertedFromContact__c is true and ...
Devendra's user avatar
  • 5,075
3 votes

Report: Create report on accounts that are created via lead process

I think that you obtain the Accounts that were created from a Lead conversation all you need to do is got to: Reports-> New Report -> Open the "Leads" reports-> Select Leads with coverted lead ...
Carlos Naranjo's user avatar
3 votes
Accepted

How to customize the Lead Conversion Standard Email Notifications?

We can't change that email notification template. Here is an Idea for the same. Workaround: Users should avoid clicking the checkbox "Send Email to the Owner" when they convert a Lead. You can ...
Devendra's user avatar
  • 5,075
3 votes

how to access converted leads

Have you looked at the "View and Edit Converted Leads" permission? A user with that permission can view the actual record of a converted lead. Without the permission when you click on a converted lead ...
Tim Wilson's user avatar
3 votes

Access isconverted field of Lead from Event

Polymorphic queries are still not generally available, but the correct way to query fields through a polymorphic relationship is to use the TYPEOF clause: SELECT TYPEOF Who WHEN Lead THEN ...
Adrian Larson's user avatar
  • 150k
3 votes
Accepted

Updating Lead Owner in trigger before lead conversion

By the time you're in the Lead After Update trigger logic, the Account, Contact, and Opportunity have already been created. See this question for the gory details behind conversion. Furthermore, the ...
sfdcfox's user avatar
  • 495k
3 votes
Accepted

custom lead fields not mapping values after using lead conversion class

This is expected, as noted in Considerations for Converting Leads: When updating existing accounts or contacts during lead conversion, the values of mapped lead fields do not overwrite the values ...
sfdcfox's user avatar
  • 495k
3 votes

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

There are no free tools apart from the one built into Salesforce. Start with that one. Set up your Duplicate Rules to "Report", not Alert or Block., From the help: If you’re saving multiple ...
JodieM's user avatar
  • 1,185
3 votes
Accepted

Standard field values not updating on setting up Converted Account ID while Lead Conversion

There are no workarounds for updating merge fields in Account and Contact objects, only exception is LeadSource. Refer Converting Leads documentation: Merged fields: If data is merged into ...
Santanu Boral's user avatar
3 votes

How to convert Related list of Lead to Accounts?

For custom related lists you have to write your own logic to transfer the related records. Either through Trigger or Process Builder. Here are some links may be helpful to you. Preserve Related ...
Saroj Bera's user avatar
  • 14.7k
3 votes
Accepted

Using @InvocableMethod Apex Class how can I AutoConvertLead, but using Existing Contact ID from a custom field within same Lead record

Since you can only pass in the list of Ids, you'll need to query the database to return the leads you're working with so that you can access other fields on those. You'll also want to create a Map<...
Todd Sprinkel's user avatar

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