#Lead Conversion1 discussing

I'm migrating our Health Cloud org over from using Candidate Patients to using Leads. 

To start, I'm using a test instance of a Lead object that I created using the "New" button the Leads list view.  When I select "Convert to Patient" from the list view and run through the 3 conversion wizard steps, I get a generic error: "Patient conversion failed.  Try again or contact your Salesforce admin for help" at the end.

To be clear, I haven't (yet) added any custom fields to the Leads object.  I've tried toggling "isMarkedForConversion" to no avail.  I'm just trying to get a minimally working example but can't seem to do so. 

Any thoughts?

Hi Salesforce community,

I'm trying to set up a validation rule to require certain fields to be populated (not blank/null) in order to allow the lead to be converted into an Opportunity of a specific record type. If you see my history of questions, you know validation rules are my Achilles heel :)

Here are the fields on the lead (all are number fields):

Brand_LeadScore__c Budget_LeadScore__c

Company_LeadScore__c

Complexity_LeadScore__c

Contact_LeadScore__c

FormQuality_LeadScore__c

RCSIndex_LeadScore__c

Referral_LeadScore__c

And the record type label is New Business and ID is 0125f0000008tBuAAI.

Could anyone help with the syntax? Again, those fields need to have a value in them prior to converting the Lead to an Opportunity with Record Type = New Business.

Thanks all!

Tim

#Sales Cloud #Validation Rule #Leads #Lead Conversion

Hello Salesforce pros,

Our metrics are off in Lead with Converted lead information report because we have opportunities which were generated from inbound leads but those were never actually converted.  I would like to convert those leads subsequently to correct the metrics. However, when I convert the Lead, I can choose the Existing account, however, it does not find and let me choose the Opportunity which is already closed lost.  Does SF prevent doing that? Is there a work around to that to convert a lead to an already closed lost Opportunity? Perhaps updates could be done in work bench?  Thanks, 

#Leads  #Lead Conversions  #Lead Conversion  #Sales Cloud

What's the best way to mass convert Leads into Contacts? 

I only substantially less contacts (around 1,600). 

My Lead records don't have notes, activities or any related records. 

Please advise. 

Hi, we use the same "talk to an expert" form at the bottom of multiple pages on our website. How do I track to find out which page a lead converted on? 

Hello everyone, I have a question about setting up conversion rate as a metric and tracking the dollar value of our Emails sent from the journeys in the Marketing Cloud. How can we make that possible? All our data comes from SF and synched to MC. When I pull up the journey reports, it always shows as 0 ( Conversion Rate and total conversion) ##Journey Builder #Lead Conversion #Trail Tracker Reporting #Website Tracking #Conversion Rate 

Hey everyone,

I am trying to create a new account in my sandbox to test some duplicate and matching rules for lead conversion into new contacts or adding to an existing contact.

But when I click to create a new account, I get asked to create a 'remote site setting' ... I have no idea what this is or why I am being asked to create this.

Does anyone know what I need to do here?

Ultimately I want to block duplicate contacts and leads from being created. I am exploring other options beyond matching and duplicate rules as they don't always work or catch everything 100% of the time.

Thanks :)

Bonjour la communauté, 

et à tous une très bonne nouvelle année 2021 ! 

Petite question sur les pistes et la gestion des doublons,  autant je comprends qu'il y ait un message bloquant si on essaye de convertir une piste qui correspond à un compte existant (base nom du compte) mais il y a aussi une contrainte sur le nom du contact, hors que faire avec les homonymes ?   a-t-on la main pour permettre de créér un nouveau contact tout de même ? 

merci d'avance pour vos lumières !

virginie

Hello folks!

I hope you are doing well.

A quick question about Lead Conversion through the "Convert Lead" activity in Journey Builder: what is the workaround to convert a Lead into a Person Account?

Thank you in advance for your help.

Best,

Stef