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.
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 I change a converted lead 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.
How do you edit converted leads?
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...
Can converted leads be updated?
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.
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 have the same Company name as those specified on the lead, you can choose to attach to existing Account, so this will not create new Account. 11. Lead with same First and Last Name, but different Company with existing Account will always be created as new Contact.
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.
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.
Where we can see converted leads information in Salesforce?
Click the Reports tab. Click New Report. Click on Lead. Select the Leads with converted lead information report type.
How do I track a lead conversion in Salesforce?
1:353:51How to View Converted Leads | Salesforce Distinguished Solution ...YouTubeStart of suggested clipEnd of suggested clipLead information. So there's actually a report type called leads with converted. Lead informationMoreLead information. So there's actually a report type called leads with converted. Lead information and that's the one you're going to want to use.
Where we can see converted leads in Salesforce?
Click App Permissions. Click Edit. Under Sales, select the View and Edit Converted Leads permission. Save the permission set.