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#Lead Conversion6 人正在讨论

I'm looking for support troubleshooting a record triggered flow that creates records when a lead is converted. When the lead is converted it gets related campaign members and should create records of our custom object, Event Contact Role (ECR). In the flow, the campaign members are added to a record collection (ECR_FromLead). To prevent duplicate ECR's, 1) it gets existing ECR's with the converted contact Id and stores them in a record collection (ECR_Exists), 2) filters existing ECR's from those from the lead. The remaining ECR's from ECR_FromLead are adding to a final record collection ECR_ToCreate.  

 

Event Contact Roles have a lookup to Events. My filter loop loops through the collection ECR_FromLead. The filter action collection is ECR_Exists and filters on loop item Event Ids that does not equal the Event Id of those that exist. The remaining ECR's that don't equal the existing get added to the ECR_ToCreate collection. 

 

When I test converting a lead the flow doesn't seem to fail but no ECR records are created. I can't test my flow in debug because I can't convert a lead. I want to try changing my trigger by I don't know how that would still give me the Converted Contact Id to test parts of the flow. 

 

Thanks in advance! 

Converted Lead & Campaign Member

 

 

LeadEcrFlow2.png

 

 

LeadEcrFlow3.png

 

 

LeadEcrFlow4.png

 

 

 

#Flow  #Lead Conversion

1 个回答
  1. 今天,07:01

    Bug: Your != filter is the problem.👇🏼

    When there are no existing ECRs, the filtered collection is empty, so nothing ever gets added to ECR_ToCreate — that's why the flow runs without failing but creates nothing. With multiple existing ECRs it also breaks the other way: one different Event makes the filter non-empty, so duplicates slip through.

    Fix — replace the filter with a contains check:

    1. Create a Text Collection variable: Existing_Event_Ids
    2. Loop through ECR_Exists once, add each record's Event Id to Existing_Event_Ids
    3. Loop through ECR_FromLead, with a Decision:
      • If Existing_Event_Ids contains the loop item's Event Id → do nothing, skip it
      • If not → add the loop item to ECR_ToCreate, and add its Event Id to Existing_Event_Ids (this also stops duplicates within the same conversion)
    4. After the loop, only Create Records if ECR_ToCreate is not empty

    For testing: move steps 2-4 into a Subflow that takes Contact Id as input. You can debug the Subflow directly with a Contact Id, without converting a lead. 

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Once a year, we create leads that we only convert into contacts if the prospects respond to our solicitation. In the past, we've had no issues following the instructions outlined here for NPSP to create and convert those contacts.  https://help.salesforce.com/s/articleView?id=sfdo.npsp_convert_a_lead_to_a_contact.htm&type=5

  

 

- We create Leads and put "Individual" in the company field 

- We convert a contact using the standard button at the top (as well as some automation on apex codes) 

- A new Contact is created in a Household account 

 

However, now it is creating organization accounts named "Individual" and connecting the newly created contacts to them.  

 

Has anyone else seen this bug recently, or are Lead Conversions working well for you?  Is it an issue with NPSP being deprecated (or possibly out-of-date)? Have you had this issue and resolved it? I've tried a number of different ways to investigate/troubleshoot but can't figure it out. 

 

#Nonprofit Success Pack  #Nonprofit  #Lead Conversion

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Hi All, 

 

I have a Salesforce org with Multi currency feature enabled. I have facing an issue on Lead conversion process as during Lead conversion in one scenario (Existing Opportunity choose) Lead currency is mapped into Opportunity Currency. So it's literally override the existing Opportunity currency (which selected during lead conversion process) and it's cause to lot of issues. 

 

So May I know, Is this standard behavior in Salesforce, As When a Lead converted into existing Opportunity, Lead's Currency is updated into Mapped Existing Opportunity Currency by default from Salesforce end?

Example :

Lead: X

Lead Currency: USD

Existing Opportunity: OPP-0000001

Opportunity Currency: INR

Amount: 2,00,000

After Lead converted by choosing the existing Opportunity as "OPP-0000001":

Existing Opportunity: OPP-0000001

Opportunity Currency: USD

Amount: 2,00,000

Note: I have confirmed, Currently no mapping in "Map Lead Fields" settings in Lead object and no code level (Apex logic) mapping for this in our org.

 

Any helps appreciated!! 

 

#Salesforce #Lead Conversion #Salesforce Admin #Sales Cloud #AwesomeAdmins

 

 

Thanks, 

Mohanraj S 

 

2 个回答
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    9月9日 15:09

    @Mohanraj S

    This is a standard behavior.. unless.. the existing Opportunity already has a product linked to it and Opportunity currency is different. 

     

    Otherwise.. when you convert a Lead to an existing Opportunity (with no product associated).. then Lead Currency will override Opportunity currency. hence, help check your Opportunity situation. 

     

    also refer below link for details 

     

    https://help.salesforce.com/s/articleView?id=000382564&type=1

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Hi Trailblazer Community,

 

I'm getting this error when converting a lead with Lead Record Type: Roofing.

 

"The lead conversion failed because the value for the field Roofing_Job_Type__c is invalid. The value comes from the lead field that's mapped to the field Roofing_Job_Type__c. Ask your admin to check the field mappings."

 

Roofing Job Type is a custom picklist field that has long been mapped to the opportunity field. Until recently, when adding new values to the picklist it has now prompted this error message.

 

I queried this error on Google and Trailblazer Community and found this article: https://help.salesforce.com/articleView?id=000317614&language=en_US&type=1&mode=1

 

I followed all the steps necessary. Making sure that the opportunity custom field is mapped accordingly and that the picklist values for lead and opportunity are identical. What else can I do? it still is showing the error.

 

I also made sure both are only shown on Roofing lead record type. I know the picklist values that work and that don't... should I delete the values and retry again?
9 个回答
  1. 2025年2月19日 23:19

    For me this case is even more weird there is a  multi select picklist list field called " Brand__c" in account layout however this field doesn't even exist in opportunity/lead/contact object and i am still getting an error saying "The lead conversion failed because the value for the field Brand__c is invalid. The value comes from the lead field that's mapped to the field Brand__c. Ask your admin to check the field mappings." I checked the mappings and there is no such field mapping that can be found in the lead mapping. What could be the issue please help. #Trailhead Challenges#leadconversion #Convert Lead #Flow #Custom Buttons #Multi-picklist Field #TrailblazerCommunity

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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?

6 条评论
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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

2 个回答
  1. 2021年11月8日 13:55

    Hi Keiji,

     

    Thanks so much for the suggestion, however it seems that the RecordType.Name reference isn't available within the validation rule builder. The only reference to the future opportunity is ConvertedOpportunityId but we can't reference any fields through it. I think I have a potential workaround though - since these scoring fields also exist on the New Business Opportunity, could you help me structure the VR to exist on the New Business Opportunity instead?

     

    Basically, just want to require these fields to be populated when Opportunity.RecordType.Name = "New Business". I think that will meet this requirement since Opp's being created on their own is no different from when they are created from the conversion of a Lead.

     

    All the best and thank you again!

     

    Tim

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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

2 个回答
  1. 2021年11月1日 18:16

    Hello Vuk,  So I tried setting the Opp back into a stage and with that the Opportunity appears in the Lead conversion window where I can choose it successfully... The problem with this approach is that it messes around with other metrics relating to Time-Stamp of date opp is closed lost or last stage date but updating it... So it needs to be corrected subsequently back to the original dates.  We only have a handful of validation rules on the Opp object and they are relating to required fields but not preventing any changes after Opp is Closed.

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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. 

1 条评论
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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? 

1 条评论
  1. 2021年5月2日 12:36
    Is the form a Pardot form inside of an iframe? If so you can add a hidden field to your form (I call mine Conversion Page), and then append that field name with a value to the end of the form url that is the source of the iframe. This can be done manually, or you can use a bit of JavaScript to grab the page title or something. So if your form url is https://go.pardot.com/1234/abcde then it goes like this: https://go.pardot.com/1234/abcde?Conversion_Page=Pricing
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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 

4 条评论
  1. 2021年3月8日 08:19
    I am not aware of any other option, that allows to import "external data" (though you have a MC connector with SF) and use the inbuild MC reporting features. The other way around might work, if you create a custom Salesforce report within SF, that tracks mail sends and conversions based and your setup per account/contact/lead.
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