Comments on: Enhancing the Lead Conversion Process in Salesforce.com http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/?utm_source=rss&utm_medium=rss&utm_campaign=enhancing-the-lead-convert-process-in-salesforce Get your head out of your #@! and into the clouds! Wed, 08 Feb 2012 07:57:55 +0000 hourly 1 http://wordpress.org/?v= By: sreenath http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-5514 sreenath Mon, 07 Nov 2011 07:34:25 +0000 http://blog.jeffdouglas.com/?p=457#comment-5514 Hi Jeff, Error: Compile Error: Invalid type: MyObject at line 27 column 28. while i am using your trigger code for lead conversion process in my developer account. Any suggestions plzzz.. Hi Jeff,
Error: Compile Error: Invalid type: MyObject at line 27 column 28. while i am using your trigger code for lead conversion process in my developer account. Any suggestions plzzz..

]]> By: Brian Gontarski http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-2872 Brian Gontarski Fri, 11 Mar 2011 19:03:27 +0000 http://blog.jeffdouglas.com/?p=457#comment-2872 Jeff, I am struggling to map Lead Attachment​s to an Opportunit​y upon Conversion (the way Activity History maps to both contacts and opportunities when converting. I'll buy 2 handbooks if you can help me determine how this simple request can be done :) Brian G. Jeff,

I am struggling to map Lead Attachment​s to an Opportunit​y upon Conversion (the way Activity History maps to both contacts and opportunities when converting.

I’ll buy 2 handbooks if you can help me determine how this simple request can be done :)

Brian G.

]]> By: Jeff Douglas http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-2788 Jeff Douglas Mon, 28 Feb 2011 10:42:15 +0000 http://blog.jeffdouglas.com/?p=457#comment-2788 @Jasper, sounds like you need to pick of a copy of our <a href="http://www.lulu.com/spotlight/salesforcehandbook" rel="nofollow">Salesfore Handbook</a> as this is covered in depth. @Jasper, sounds like you need to pick of a copy of our Salesfore Handbook as this is covered in depth.

]]> By: Jasper http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-2714 Jasper Fri, 18 Feb 2011 08:46:51 +0000 http://blog.jeffdouglas.com/?p=457#comment-2714 Hi Jeff, your article conviced me that there is a solution for the issue I'm working on. I got pretty handy with "finetuning" our SFDC environment but I'm completely new in Apex. What I want to establish is the following: Using web-to-lead on an external website I manage to get (besides contact and account details) simple orders in SFDC as a lead. So what I want next is that if this particulair custom lead fields containing order details are filled, a "contract" on the account is created when the lead is converted. Where the values from the custom lead fields are transponed to the similair custom contract fields. I've being staring to the "create new apex trigger" screen in our sandbox environment for some time now but don't have a clue how to start..can you help me? Much appreciated! regards, Jasper Hi Jeff,
your article conviced me that there is a solution for the issue I’m working on. I got pretty handy with “finetuning” our SFDC environment but I’m completely new in Apex.

What I want to establish is the following: Using web-to-lead on an external website I manage to get (besides contact and account details) simple orders in SFDC as a lead. So what I want next is that if this particulair custom lead fields containing order details are filled, a “contract” on the account is created when the lead is converted. Where the values from the custom lead fields are transponed to the similair custom contract fields.

I’ve being staring to the “create new apex trigger” screen in our sandbox environment for some time now but don’t have a clue how to start..can you help me?

Much appreciated!

regards,

Jasper

]]> By: Jeff Douglas http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-1858 Jeff Douglas Tue, 28 Sep 2010 23:12:31 +0000 http://blog.jeffdouglas.com/?p=457#comment-1858 @Mike, take a look at that trigger. You should just be able to modify the code to find right account and update the ID from the lead. Sorry I couldn't be more specific. @Mike, take a look at that trigger. You should just be able to modify the code to find right account and update the ID from the lead. Sorry I couldn’t be more specific.

]]> By: Mike http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-1855 Mike Tue, 28 Sep 2010 17:28:11 +0000 http://blog.jeffdouglas.com/?p=457#comment-1855 Hi Jeff, I've been scouring the internet for something to accomplish what I believe your code above does. Currently, I have a custom lead field called lead_firm_c that IDs the lead's Account association. This is so we can view all our leads and contacts on the Account page. But upon conversion of a lead this field is lost. I've never made a VF page or have done any coding for salesforce. But any help regarding where I should be looking to get this accomplished or what needs to be changed in the above code to do this. Anything at all would be greatly appreciated. Thanks! Hi Jeff,

I’ve been scouring the internet for something to accomplish what I believe your code above does.

Currently, I have a custom lead field called lead_firm_c that IDs the lead’s Account association. This is so we can view all our leads and contacts on the Account page. But upon conversion of a lead this field is lost.

I’ve never made a VF page or have done any coding for salesforce. But any help regarding where I should be looking to get this accomplished or what needs to be changed in the above code to do this. Anything at all would be greatly appreciated.

Thanks!

]]> By: Brandi http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-1846 Brandi Mon, 27 Sep 2010 14:49:59 +0000 http://blog.jeffdouglas.com/?p=457#comment-1846 Can you post an example of how the test class might look? I've done something simple in my org and can't get the test class to work properly :( Can you post an example of how the test class might look? I’ve done something simple in my org and can’t get the test class to work properly :(

]]> By: Warren http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-1396 Warren Thu, 05 Aug 2010 09:01:01 +0000 http://blog.jeffdouglas.com/?p=457#comment-1396 Hi Jeff, Thank you so much for the post, it has saved me a lot of brain conundrums :) Regards, Warren Hi Jeff,

Thank you so much for the post, it has saved me a lot of brain conundrums :)

Regards,
Warren

]]> By: Motely http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-714 Motely Sat, 22 May 2010 14:03:27 +0000 http://blog.jeffdouglas.com/?p=457#comment-714 Jeff, I may be missing something, but in response to Matt, you said that you developed code to query the custom objects for objects associated with the lead. I am trying to do this, but for somereason in my query it won't let me use lead.id for the lead just converted. Is it now called something else since it was converted? Am I making sense? David Jeff,

I may be missing something, but in response to Matt, you said that you developed code to query the custom objects for objects associated with the lead. I am trying to do this, but for somereason in my query it won’t let me use lead.id for the lead just converted. Is it now called something else since it was converted?

Am I making sense?

David

]]> By: Jeff Douglas http://blog.jeffdouglas.com/2009/02/13/enhancing-the-lead-convert-process-in-salesforce/comment-page-1/#comment-113 Jeff Douglas Fri, 19 Feb 2010 15:16:30 +0000 http://blog.jeffdouglas.com/?p=457#comment-113 That functionality isn't possible with the standard Salesforce.com UI. You'll have to write your own lead convert Visualforce/Apex to do this. That functionality isn’t possible with the standard Salesforce.com UI. You’ll have to write your own lead convert Visualforce/Apex to do this.

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