On Lead conversion Opportunity stage by default is the one on top of the picklist "Stage" in Opportunity. To change the default value: In Salesforce Classic Click Setup | Customize | Opportunities | Fields Click Stage. Click the Reorder button. Move the desired default value on top of the list.
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- Click Setup | Customize | Opportunities | Fields.
- Click Stage.
- Click the Reorder button.
- Move the desired default value on top of the list.
How do I create a Salesforce account?
- To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
- To see more information about a template, select it.
- Select the template that you want to use.
- Read the template description and key features, and click Get Started.
- Enter a community name.
How to create a new lead in Salesforce?
Steps
- Sign into your Salesforce account. You will be asked for an email and a password. ...
- Go to the "Leads" tab, which will be toward the left hand side of your horizontal options for your Salesforce account.
- Go to the business account with which the lead is associated. ...
- Click the "New Contact" button above the list of current contacts. ...
How to create a new account in Salesforce?
Create a New Contact and Administrative Account
- Click the Contacts tab and select New Contact.
- Fill in the contact’s first and last name and any other contact details. There is a field for Account Name on the contact record. ...
- Click Save.
- To verify the creation of the administrative account, you can click the Contact Hierarchy button on the contact record to view the contact hierarchy record.
How to qualify a sales lead in Salesforce?
Lead Scoring and Grading in Salesforce. Lead scoring and lead grading are two commonly used techniques to qualify leads — that is, to determine if a lead is worth passing from your marketing team on to sales. Lead scoring: Automatically scoring inbound leads with a numerical value to indicate how interested they are in your product or service.
How do I automatically convert leads in Salesforce?
There are two steps to convert lead using flow: Create an Apex class and test class....Click Setup.Type Apex Classes in the Quick Find box.Clicks on the New button.Copy code from the below and paste it into your Apex Class.Click Save.
Can I convert existing accounts or contacts into leads?
No. As an alternative, create an opportunity for the account or contact. If you prefer to use a lead, create a report containing the accounts or contacts you want to convert into leads, export them, and then import them as leads.
How do I change lead conversion settings in Salesforce?
In Lightning ExperienceClick the gear icon.Click Setup.Enter Lead Settings on the Quick Find box on your left.Click Lead Settings.Click Edit.Select Don't create an opportunity by Default in Convert Lead Window and Hide Opportunity Section of Convert Lead Window.Click Save.
How do I convert a lead to an existing account in Salesforce?
Classic Instructions:Click the Lead tab.Open the Lead record which needs to be converted and click Convert.In the Account Name field, select Attach to Existing Account (for example: Big cars Account)Complete the other details on the page as per the requirement and click Convert.More items...
What will happen when you convert a lead if the existing account and contact have the same name as the one you specified on the lead?
The converted lead becomes a read-only record. If existing accounts and contacts share the names specified on the leads, you can choose to update the existing accounts and contacts. Salesforce adds information from the lead into empty fields; Salesforce doesn't overwrite existing account and contact data.
Can you turn a contact back into a lead in 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.
How can I set the account record type for lead conversion?
There's no way to set account record type during a lead conversion. You will have to create the account first, before the lead conversion, and then use setAccountId() on the LeadConvert object to link the converted contact to the account.
Where are lead conversion settings in Salesforce?
In Salesforce ClassicGo to Setup | Customize | Leads | Fields | Lead Status.Click Edit next to a value.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).Click Save.
What are the opportunity defaults when converting a lead to an opportunity?
The default value on Opportunity from a converted Lead always defaults to 'Closed Won.
How do you convert a lead into an account in Salesforce lightning?
0:050:52How to Convert a Lead in Salesforce Lightning @trailhead - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo convert a lead in Salesforce. Lightning. On the Leeds tab select a lead to convert. Click convertMoreTo convert a lead in Salesforce. Lightning. On the Leeds tab select a lead to convert. Click convert in the account name field either select a new account or search for an existing one if your company
How do I transfer leads in Salesforce?
To change Lead owner for multiple recordsFrom the Leads tab select one of the available Lead views.Select all Leads you would like to assign to a new owner.Click the Change Owner button located above the list view.Select a User or a Queue as the new owner.Click Save.
How do I move a lead to an opportunity in Salesforce?
0:021:04How to convert a lead into an opportunity in Salesforce lightningYouTubeStart of suggested clipEnd of suggested clipClick on Ally record this is the lead that we want to convert into an opportunity remember thatMoreClick on Ally record this is the lead that we want to convert into an opportunity remember that leads once qualified need to be converted into an opportunity click on drop down for show more actions.
The lead to account matching process
The goal is to populate a related list on the accounts with the matched leads.
Create lead fields
Create a new lookup field on the lead to the account called “Account”.
Create account field
Create a text field on the account called “domain”. This is the field we will use to match the account domain to the lead domain. You will need to populate the account with the domain. This tutorial will not cover how to populate the domain on the account level.
Create the flow
Navigate to Setup > Process Automation > Flows and select new flow. Select AutoLaunched Flow from the wizard.
Add a Get Records element to the flow
Next, add another get records element to the flow to check to see if there is a company/account match.
Add an update records element to the flow
Lastly, add another update records element to the flow to update the account lookup on the lead if there is a company name -> account name match.
Activate the flow
Save and activate the flow. Note: the flow will need to be activated in order to create the process builder.