Activity › Forums › Salesforce® Discussions › In which objects lead can be converted in Salesforce?
Tagged: Account, API, Contact Data, Custom Account, Force.com, Object Leads, Opportunity, Record Type, Salesforce Leads, System Fields
-
In which objects lead can be converted in Salesforce?
Posted by Nikita on November 12, 2019 at 4:31 PMIn which objects lead can be converted in salesforce?
Prachi replied 6 years, 6 months ago 3 Members · 2 Replies -
2 Replies
-
Hi,
Leads with a blank Company field are converted to person accounts. The default person account record type for your profile is applied to the new person account. Note that you can only create leads with a blank Company field using the Force.com API.
- [adinserter block='9']
-
Hi,
When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved to the new contact and the lead becomes read only. If an existing account and contact have the same names as those specified on the lead, you can choose to update the existing account and contact. Information from the lead is inserted only into blank fields; Salesforce does not overwrite existing account and contact data.
All open and closed activities from the lead are attached to the account, contact, and opportunity. You can assign the owner of the records, and schedule a follow-up task. When you assign a new owner, only the open activities are assigned to the new owner. 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.
Thanks.
Log In to reply.