You need to query on Event and Task object to retrieve Activities for Lead object. You can verify the Relationship name using Workbench --> Info --> Standard and Custom Object -> Select and Object for which Relationship to be verified
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How to retrieve activities for lead object in Salesforce?
You need to query on Event and Task object to retrieve Activities for Lead object. You can verify the Relationship name using Workbench --> Info --> Standard and Custom Object -> Select and Object for which Relationship to be verified Show activity on this post. Activity is a "catch all" term that includes Event and Task.
How to match leads to accounts based on domain in Salesforce?
Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria. In this post, I’ll show you how to match leads to accounts based on domain a well as company/account name.
What happened to the ‘account contact roles’ feature in Salesforce?
Instead of creating new functionality layered on top of existing features, Salesforce decluttered first; they threw out the old ‘Account Contact Roles’ feature, and made way for ‘Account Contact Relationships’.
What is the connection between leads and accounts?
Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria.
Can leads be related to accounts Salesforce?
Leads are not associated with Accounts in Salesforce, by default.
How do I find related records in Salesforce?
The Related List - Single component fills in the parent record ID dynamically, and allows you to select the related list you want to show.Select the Related Record List component in the page you're configuring.In the property editor, configure properties for the component: Property. Details. Parent Record ID.
How do I query a converted lead in Salesforce?
Click the Reports tab.Click New Report.Click on Lead.Select the Leads with converted lead information report type.Click Continue.If desired, add additional fields from the subtab Outline.Switch the subtab to Filters.Select field filters.More items...
How do you know if an account has converted from lead?
If you select any existing account when convert Lead, the field Lead. ConvertedAccountId will be populated by EXISTING account Id. So if you want to detect "was account created manually or from lead" you can compare Lead. ConvertedDate(Date type) and Account.
How do you display account related contacts in lightning component?
Salesforce Lightning Component to Display Contacts Related to particular Accountpublic with sharing class AjinkyaTestLightningAccController.{@AuraEnabled.public static list
How do you access related lists in Apex?
You can get the Partner role records of a Account of particular record type using : List
Where we can see converted leads in Salesforce?
Click Edit. Under Sales, select the View and Edit Converted Leads permission.
What happens when you Convert a lead and an existing account and contact have the same name as the one 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.
How do I run a lead report in Salesforce?
To do this in Salesforce, we can create a report on Lead Status field. Steps: Open the Reports tab, and click New Report. Select the Leads object, leave the second option as Leads, then click Continue.
Can you report on leads and contacts in Salesforce?
Oh wait – you can't! There is no report for just the Contacts object, only Contacts & Accounts, or Contacts & something else!
How do you map lead source to account source?
Option two: Create your lead source mapping processCreate a Lead Custom Field of a Formula Text type : Field Name: Lead Source Text (Hidden) ... Create an Account custom Text field: Field Name: Account Source Text (Hidden) ... Setup Lead field mapping: ... Create process builder on Accounts with the Rule Criteria:
What is leads with converted lead information?
You can filter on the "converted" column "equals false" to see only open leads. Leads with converted lead information - this report shows both the lead, and opportunity and contact information generated from converted leads.
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.
Why use account contact relationships in B2B marketing?
B2B marketers will benefit from using Account Contact Relationships when doing account mapping for strategies such as Account-based Marketing. Job titles, being ununiform in nature, can get lost in the noise. Roles, on the other hand, a great way to unify and categorise prospect and customer contacts.
Is related contact included in accounts and contacts?
‘Related contacts’ are not included in the standard ‘Accounts and Contacts’ report type, neither will you find one when searching for a report type. You will need to use a different report type for showing related contacts, which you have to create yourself.
