Slaesforce FAQ

how to disable emails from lead conversion salesforce

by Miss Tia Okuneva Published 2 years ago Updated 2 years ago
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Go to Lead Object -> Fields and Relationship Find your 'Lead status' field there will be your picklist values which are showing in your status path. Click Deactivate on those options which you want to.

Full Answer

Why am I getting an error message during lead conversion?

There are several reasons why an error message may be presented to the user during lead conversion. Note: Since the error message is vague and can mean a number of different things, a debug log can be set to determine the error.

How to merge duplicate leads in Salesforce classic?

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How to prevent opportunities from being created directly from leads during conversion?

To avoid Opportunities being created directly from Leads during conversion, use a validation rule, because the 'Lead Conversion' page layout and the conversion process are not customizable. 1. Create a checkbox field on the Opportunity, default Unchecked. 2. Create a Checkbox field on Leads, default Checked. 3 .

How to map custom lead fields for lead conversion?

Guidelines for Mapping Custom Lead Fields for Lead Conversion Considerations for Customizing Opportunity Teams Set a Default Product Quantity of 1 on Opportunities Enable and Configure Similar Opportunities Enable Orders Without Price Books Organize Products with Product Families Define Default Settings for Lead Creation

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How do I restrict lead conversion in Salesforce?

Use validation rule to prevent Opportunity creation upon Lead conversionCreate a checkbox field on the Opportunity, default Unchecked.Create a Checkbox field on Leads, default Checked.Map the Lead field to the Opportunity field.Create a Validation rule on Opportunities:

How do I turn off emails in Salesforce?

Enable or Disable Email NotificationsFrom Service Setup, in the Quick Find box, enter Activity Settings , and then select Activity Settings.Select Enable User Control over Task Assignment Notifications.Click Submit.To disable email notifications, uncheck Email me when someone assigns me a task, then click Submit.

How do I customize lead conversion in Salesforce?

From the object management settings for leads, go to the fields section, then click Map Lead Fields. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead.

What happens when a lead is converted 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.

How do I turn off emails in Salesforce Sandbox?

Look under Setup > Email Administration > Deliverablity. Changing the access level to System or No Access will prevent workflow emails from being sent at all.

How do I change notification settings in Salesforce?

Manage Notification Delivery SettingsFrom Setup, enter Notification Builder in the Quick Find box, then select Notification Delivery Settings.Choose the notification type, and select Edit from the dropdown menu. ... Select the channels and applications for your notification type, and save.

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.

Can we customize lead conversion page in Salesforce?

No. You cannot modify the Lead Conversion page layout instead you can create a new custom page and call it from a new custom button.

How do you know if an opportunity is converted from lead?

The easiest way to do this is as follows:Create a field on Lead (type checkbox) Is_Lead__c , default true.Create a field on Opportunity (type checkbox) Is_Originated_From_Lead_Conversion__c , default false.Use Lead Mapping to map Lead. Is_Lead__c to Opportunity. Is_Originated_From_Lead_Conversion__c.

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.

Is it possible to report on the converted leads?

In Lightning Experience Click the Reports tab. Click New Report. Click on Lead. Select the Leads with converted lead information report type.

When a lead is converted by a user which records are automatically created?

Notes: When a lead is converted by a user, an account and contact are automatically created to store information from the lead record. Users can also choose to have an opportunity record automatically created.

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