-
When a lead is converted, does the lead get removed from the system?
Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert into opportunities, can I still show a report to show that we logged 100 leads or will it show as 10 leads have been logged and 90 opportunities?
-
1 Reply
-
Hi,
After lead conversion you will not be able in the leads in the Lead records unless query lead records with condition that includes "isConverted=true"
So on the report creating a report of type: "Leads with Converted Lead Information and creating custom formula of type CONVERTED:SUM / RowCount may solve your problem.
Thanks
Log In to reply.
Popular Salesforce Blogs
Salesforce Managed Services: Is it the Key To Cost-Efficiency For Salesforce Users?
Manual workflows, lack of personalization, and siloed data architecture of traditional CRMs prompt businesses to look for advanced CRM solutions. Salesforce is one such platform…
Einstein Application and Licenses in Salesforce Sales Cloud in 2024
Einstein Lead Scoring Use AI to score your leads by how well they fit your company’s successful conversion patterns. Let your sales team prioritize their…
Inserting Data into Salesforce Data Extensions Using Cloud Pages and If-Else Conditional Statement in AMPscript
This blog brings you an interesting topic: How to save data into Salesforce data extensions via cloud pages and using If-Else statements. As you must…
Popular Salesforce Videos
Welcome to the New World of Data Collection | Salesforce
Secure data collection built for your needs. With FormAssembly, your organization can streamline outdated processes and power important business initiatives. Click the link below to…
Product Rule Vs Price Rule Salesforce CPQ
Product Rule CPQ product rules help ensure sales reps are putting together the right products and bundles every single time. You don’t have to worry…
How to Get Started with Data Prep | Salesforce
Good data preparation allows for efficient analysis, limits errors and inaccuracies that can occur to data during processing, and makes all processed data more accessible…
