1) Go to Setup | Customize | Leads | Page Layouts 2) Click Edit next to the Page Layout name 3) Click on the wrench icon for the Company field 4) Deselect the Required checkbox and click OK
How to customize lead conversion layout in Salesforce?
If you're using Out of the box Lead Conversion then you can not modify Lead Conversion Layout where you add those field. You can't customize Lead Conversion Layout as Salesforce does not allow to do this, you would have to build a new page using visualforce and apex. If you want to avoid custom solution then you can try below solution:
What is the use of custom fields in Salesforce?
Custom fields extend the Lead object for use in Financial Services Cloud. Indicates whether the user contact was converted from this lead. Indicates whether a contact converted from this lead sets the value of Contact.CreatedFromLead__c as ( true) or not ( false ).
What should I do with the default leads object in Salesforce?
I would suggest you to go with making Custom object with your desired fields and lookup relationships with Company/Account and Contacts. Following are the things which make restrictions to do this stuff with default Leads object in Salesforce.
Is it possible to add a standard field to account by Salesforce?
That's a lot of code to write just to add the convenience of a single field not being required. Show activity on this post. If I'm not mistaken, the only required "standard field" on Account by Salesforce is Name. This must be a custom field. You can make standard (non required) and non-standard fields optionally required by using Record Types.
How do I change the lead field in Salesforce?
To update a lead, click Edit, and then change the fields you want to update. Optionally, select the Assign using active assignment rule checkbox below the lead detail to automatically reassign it using the active lead assignment rule.
Can you Unconvert a lead Salesforce?
Once you have converted a Lead to a Contact / Account you are unable to undo or convert it back to a Lead. If you wish to make this record a Lead again you will have to delete the Contact / Account Record and enter the Lead in again as a new Record after the converted Contact has been deleted.
What happens with the custom field in the lead conversion process?
If you use custom fields, your admin specifies the fields that they map to in your newly created records. This field shows the campaign associated with a lead before conversion. The campaign provides 100% of the amount revenue credit to the specified campaign.
Can we edit converted leads in Salesforce?
Assign the "View and Edit Converted Leads" permission to let marketing and sales operations users view converted leads. Users can also edit converted leads.
How do I change lead status in Salesforce lightning?
In Lightning ExperienceGo to Gear icon | Setup | Object Manager | Lead | Fields & Relationships | Lead Status.Click Edit next to the value you wish to edit.Select the Converted checkbox if you would like it to be an available value during Lead conversion (Note: you can have more than one converted status value).More items...
How do you convert lead to opportunity?
To convert a lead to opportunity in salesforce go to Lead Tab.Now select the lead that to be converted to opportunity.Click convert .Enter the name for the opportunity, Enter subject name, priority and select status.Select Convert.After select convert button now we are taken to Account page as shown above.
What happens to lead when lead is converted in Salesforce?
When you convert a lead, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead you're converting. If the lead was also a campaign member, Salesforce associates the campaign member record with the new contact. The converted lead becomes a read-only record.
What happens to a lead when it becomes qualified?
When a lead is qualified, these notes are displayed in the Opportunity record so that the information is not lost.
Which record type can be updated when converting a lead?
The record type that can be updated when converting a lead include the existing opportunity record and the existing account record.
Can you update a converted lead?
Although converted Leads cannot be updated by design, you can export, modify converted leads externally in Excel, delete the existing leads and then re-import them with changes back into Salesforce as new records.
Do leads get deleted when converted Salesforce?
Converted Leads are unique records that remain in Salesforce for historical reporting purposes. They are not deleted when you delete an Account or Contact.
Where we can see converted leads information in Salesforce?
Click the Reports tab. Click New Report. Click on Lead. Select the Leads with converted lead information report type.