If you're using portal users, is there a way to exclude non-licensed salesforce users (portal users) from appearing in the "record owner" lookup field upon "lead conversion"? @Higher Ed User Group @Boston Developer Group @Nonprofit User Group, Boston, US @Boston Salesforce Saturday @Higher Ed User Group, Northeast, US
Greetings!
I put in a case with SF support on this a while back. We noticed after the Summer '24 release, when converting a lead, the Contact Owner list displayed tons of names, including what looked like duplicates when an employee (full license) has the same name as a student (portal license).
This was their response:
> "As part of 250 release, a new org permission has been introduced to support LWC record picker on lead convert modal.And this is enabled by default for all orgs moving to 250. As a workaround, disabling the org perm "Leads: LWC RecordPicker on lead conversion(useLwcPickerInLeadConvert)" should resolve the issue."
We took the route of having our support team reassign the lead prior to conversion, that way, they do not have to deal with the duplicate names (which is only on the lead conversion screen, not the lead owner field prior to conversion).
Hope this info helps
