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Which type of activity can you convert to a lead?
OOB only Email activity has Convert to Lead option. You can make use of Ribbon Workbench to copy the functionality over to other Activities.
What is a converted lead?
What is a Converted Lead? Let us be clear about the definition of a converted Lead. Lead conversion occurs when one person (usually in Marketing or Sales) ‘converts’ an existing Lead into an Account, Contact, and Opportunity. The Sales team pick up the opportunity and drive it through the sales process.
Who Converted Lead Salesforce?
When you convert a lead, Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity. If you’ve enabled person accounts and the lead record didn’t include a company name, the lead is converted into a person account and an opportunity.
What happens when lead converted?
After the conversion, the lead record cannot be viewed or edited as a lead but it can be viewed in reports as a lead that means the record is still present. The data within standard lead fields are automatically transferred to contact/account and/or opportunity.
How to create test class for lead conversion trigger?
I have a trigger that takes the Converted Contact and updates a custom contact lookup field on the Converted Opportunity with that Contact. This trigger is working fine, but I am having trouble creating the test class.
Why is my lead conversion test erroring out?
If that’s also the case with your sales process, then you need to add those critera to your trigger. The reason your trigger is erroring out is that in your test class, you are calling update testLead; which will convert your testLead, and then you are converting it once again later in your test class.
What is the dmlexception for converting a lead?
System.DmlException: ConvertLead failed. First exception on row 0; first error: CANNOT_UPDATE_CONVERTED_LEAD, cannot reference converted lead: [] Your trigger is set up so that *any* lead that is updated is converted. Typically, lead converts only happen if certain criteria are met.
How to convert a lead to a role?
//Create an instance of the controller extension and call the autoRun method. //autoRun must be called explicitly even though it is “autoRun”. //Retrieve the converted Lead info and the opps and roles.