How are contact and opportunity assigned in lead conversion?
Divisions: The new account, contact, and opportunity are assigned to the same division as the lead. If you update an existing account during lead conversion, the account’s division is not changed, and the new contact and opportunity inherit the account’s division.
What happens when a lead is converted in Salesforce?
Salesforce ignores lookup filters when converting leads if the Enforce Validation and Triggers from Lead Convert checkbox on the Lead Settings page is deselected. Workflow: You can’t convert a lead that’s associated with an active approval process or has pending workflow actions.
What happens when a lead is converted to data.com?
If you use Data.com Corporate, no D&B Company record is created, but the lead’s Data.com Key field value transfers to the contact’s Data.com Key field. Divisions: The new account, contact, and opportunity are assigned to the same division as the lead.
How are standard lead fields converted to custom?
Standard and Custom Lead Fields The system automatically maps standard lead fields to standard account, contact, and opportunity fields. For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields.
What do I need to do to convert lead Records?
Standard Lead Conversion Process. When you convert lead records, you choose to either create or update an Account and Contact records and (optionally) create a new Opportunity. During conversion, standard lead fields automatically map to the contact, account, and opportunity fields.
Where do I find converted leads in Salesforce?
If you have custom lead fields, that information can be inserted into custom account, contact, or opportunity fields. Converted leads can’t be viewed, although they appear in lead reports. Salesforce updates the Last Modified Date and Last Modified By system fields on converted leads when picklist values included on converted leads are changed.
Why is the Order of trigger execution not guaranteed?
Because these trigger invocations are part of the same transaction, static class variables that are accessed by the trigger aren’t reset. See Bulk DML Exception Handling. If more than one trigger is defined on an object for the same event, the order of trigger execution isn’t guaranteed.
What happens when a lead is converted to a person account?
Converting a lead to a person account won’t trigger workflow rules. When a lead is converted by someone who isn’t the lead owner, all workflow tasks associated with the lead that are assigned to that user, except email alerts, are reassigned to the lead owner.