In Salesforce Classic Go 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).
- Go 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.
How to convert a lead to an account in Salesforce apex?
- A custom button calls a Visualforce page. We could call the new button ‘Custom Convert’. - The ID of the Lead is passed to the Apex Class and the lead is converted using the Database.LeadConvert object. - Visualforce page then directs onto the resulting Account, Contact or Opportunity depending on your requirements.
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How to map custom lead fields for lead conversion?
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Can we edit converted leads 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.
How do you customize a lead conversion page?
To do this follow these steps:Click on Setup | Customize | Leads | Buttons and Links.In the "Custom Buttons and Links" section, click on "New Button or Link"Assign a Name and Label to the button. ... Choose "Detail Page Button" in the "Display Type" field.More items...
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 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.
How do I enable view and edit converted leads?
Let Users View and Edit Converted LeadsFrom Setup, enter Permission Sets. Click Permission Sets.Click New.Enter a name for the permission set. Click Save.Click App Permissions.Click Edit.Under Sales, select the View and Edit Converted Leads permission.Save the permission set.From Setup, enter Users. Click Users.More items...
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.
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.
What happens to lead after conversion in Salesforce?
When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved to the new contact and the lead becomes read only.
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 edit a lead object in Salesforce?
Go to: Salesforce Classic: Go to Setup | Customize | Leads. ... Under "Record Types," select one record type.Look for lead source under "Picklists Available for Editing," and then Click Edit.Add/remove values as preferred on the selected values box.Optionally set a default value.Click Save.
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.
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.