Lead

Spring 16 feature - Update Converted Leads

As a salesforce developer, many of them might come across this requirement to edit the converted leads. Yes, with Spring 16 release, now you can update the converted leads. 

 

We have to setup few permissions to do think so.

1) From Setup, enter User Interface in the Quick Find box, then select User Interface.

2) Select Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions and Save your changes.

Valdating a lead field while converting

I recently came across a scenario where a client wants to ensure that certain fields in lead should have a value before it is converted.

So let's dive into it...

Use case:

While converting a lead phone should have been entered.

Solution:

There is checkbox in lead object which says either the lead is converted or not. So we will use this field for our solution. 

The field api name is IsConverted.

Go ahead and create a validation rule which has the following error condition formula.

Implementing Email To Lead Functionality In Simple Way

Greeting Reader smiley ,

Like mentioned in title, I would be posting about configuting Email to Lead service in Salesforce. 

There are number of tools in AppExchange which can do this, but why use apps when we can do this ourselfenlightened

For the people, who do not know what is Email To Lead Service, below is the quick description to get started.