- From Setup, enter Permission Sets. ...
- Click New.
- Enter a name for the permission set. ...
- Click App Permissions.
- Click Edit.
- Under Sales, select the View and Edit Converted Leads permission.
- Save the permission set.
Can we edit converted lead in Salesforce?
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.
Can a lead record be edited once it is converted to account?
You cannot modify a converted lead directly. Some global actions can invisibly modify those records, such as using the replace picklist value feature and merging record types, but no normal editing method (API, UI, etc) will be able to affect those records.
How do I edit a convert lead 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. To your second question, You need to have support to enable the "Apex Lead Convert" feature.
What happens to lead record after conversion Salesforce?
After it's converted, a lead record is no longer searchable, unless your admin assigned you the View and Edit Converted Leads permission. The new account, contact, or opportunity record created from the converted lead is searchable.
How do you edit a converted lead?
If a lead converts before it's indexed, or a user updates a lead after it converts, it isn't searchable.From Setup, enter Permission Sets. ... Click New.Enter a name for the permission set. ... Click App Permissions.Click Edit.Under Sales, select the View and Edit Converted Leads permission.Save the permission set.More items...
How do I Unconvert 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 do I add a field to a lead conversion page?
Goto Lead-->Fields. Under Lead Custom Fields & Relationships section click on Map Lead Fields and map the fields accordingly. Once you populate the value on Lead,it will populate the value automatically on Account/Contact/Opportunity Custom Fields if you map the fields correctly.
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.
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?
If an existing account and contact have the same names as those specified on the lead, you can choose to update the existing account and contact. Information from the lead is inserted only into blank fields; Salesforce does not overwrite existing account and contact data.
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.