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Can I edit any data on a converted lead?
With the release of Spring 16 you can now update converted lead fields. On the profile (or permission set) you will need the following permissions: In Spring 16 release there is new feature introduced “Update Fields on Converted Leads”.
What’s the default record type for converting leads?
The default record type of the user converting the lead determines the lead source values available during conversion. If the desired lead source values are not available, add the values to the default record type of the user converting the lead. For more information about record types, see Salesforce Help.
Do you have to specify owner to convert lead?
Optionally, when converting leads owned by a queue, the owner must be specified. This is because accounts and contacts can’t be owned by a queue. Even if you are specifying an existing account or contact, you must still specify an owner. This example shows how to use the Database.convertLead method to convert a lead.
How to convert a lead in Salesforce database?
This example shows how to use the Database.convertLead method to convert a lead. It inserts a new lead, creates a LeadConvert object, sets its status to converted, and then passes it to the Database.convertLead method. Finally, it verifies that the conversion was successful.
What are the standard lead fields in conversion?
During conversion, standard lead fields automatically mapto the contact, account, and opportunity fields. You also have the option in Setup to map custom lead fieldsto custom contact, account, and opportunity fields.
How to map custom lead fields in process builder?
You also have the option in Setup to map custom lead fieldsto custom contact, account, and opportunity fields. Beyond just simple field mappings, if you use record typesin your org then if an Account, Contact, or Opportunity are created then the default record typeassigned to the user’s profile is used.
When to use conversion event in process builder?
The key fields we care about in Process Builder criteria to identify the conversion event is when the IsConvertedfield changes from false to true, then we can use the ConvertedAccountId, ConvertedContactId, and ConvertedOpportunityIdfields from the lead to do pretty much whatever we want.