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I was looking for a process flow diagram, that describes what happens when a lead is converted in Salesforce. I couldn’t find one, so I made my own. Once a lead is qualified, the next step is to convert the lead. In Salesforce, when you convert a lead, there are a number of options that are part of the process flow.

The first step is to press the convert button. Salesforce will then display the Convert Lead page. The main decisions to be made on this page are :

1. What account should the lead be related to. The options are to create a new account, select an account (Salesforce will display the exact or near matches in the dropdown) or search and select an existing account.

2. Should the lead be attached to an existing contact. It could be the case that the lead already exists in the system as a contact and if so, when the lead is converted, the open activities and any new data can be added to the contact record. This avoids creating duplicate contact records for the same person.

3. Should an opportunity be created. In most cases an opportunity would be created, as the lead was qualified, and an opportunity tracks the next steps in moving through a sales process.

There is also an option to create a task, that will be related to the contact and opportunity.

Salesforce Lead Conversion Process

Custom Field Mapping

Finally, it is also possible to make sure that any custom fields that you have added to the lead to gather more information about the lead is not lost and is transferred over to the newly created or existing contact, account or opportunity record. This is done by using lead custom field mapping.

This is done with the Map Lead Fields button, which is found on the Lead fields page in the custom fields and relationships sections.

Map Lead Fields Button

Here you can select any of the custom fields that have been added to the lead object, and select a field on the account, contact or opportunity to map it to. On lead conversion, the value from the lead custom field will be transferred into the mapped field. In the example below, the Number of Locations custom field on the lead has been mapped to the Number of Locations field on the Account.

Lead Custom Field Mapping

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Salesforce Lead Conversion

I was looking for a process flow diagram, that describes what happens when a lead is converted in Salesforce. I couldn’t find one, so I made my own. Once a lead is qualified, the next step is to convert the lead. In Salesforce, when you convert a lead, there are a number of options that are part of the process flow. The first step is to press the convert button…. Read More

Salesforce Lead Conversion

How to Display a Traffic Light Indicator in Salesforce

Visual indicators are a great addition to a Salesforce page to highlight important information or values. Instead of just displaying a value, showing an image will make a much larger impact. Depending on the situation, it may be more suitable to just display a single indicator such as a caution or stop image, or if a variable can have a range of values, display a variable image according to which… Read More

How to Display a Traffic Light Indicator in Salesforce

Salesforce Platform Overview

There are a number of features and functionality that are part of the Salesforce platform and are available to all Salesforce solutions. They offer the technology or functionality that can be used either standalone (e.g. content management) or used to build upon (e.g. force.com code). As they are common across the different Salesforce applications (e.g. Sales Cloud, Service Cloud and custom applications) they are part of the Salesforce platform. The… Read More

Salesforce Platform Overview

Salesforce Activities Tab and List View

  You may wonder where the Activities tab is in Salesforce, so you can see a list view of activities. You can see the task list and calendar on the home page but what if you would like to see all of your tasks and events in a list. Well there is a way to get to a list view, but it is easy to overlook. In the calendar section… Read More

Salesforce Activities Tab and List View

Salesforce and Email – What are the options?

When it comes to Salesforce and email, it can get confusing to understand what the options are. Read on to discover 10 ways you can work with email and Salesforce together. Sending Email from Salesforce Some people may wonder whether integration to an email client such as Outlook is even necessary. If Salesforce could send and automatically process incoming emails, then couldn’t users just live in Salesforce and use it… Read More

Salesforce and Email – What are the options?

Salesforce URL Hacking

You may find yourself with the requirement to create a record from a related list and populate a number of fields. By default, Salesforce will populate the field on the related record that links the two objects, but no other fields. For example, if you create a record for a custom object related to an opportunity, the custom record will have the opportunity populated as it relates the two records,… Read More

Salesforce URL Hacking

Salesforce Joined Reports

It can be tricky to understand how Joined reports work in Salesforce. For those who have experience with database queries or other report writing tools, the name Joined report can raise expectations that it will be possible to report on data joined from different objects in the one report. A way to think of joined reports is of separate block reports where the data can be optionally grouped to ‘join’… Read More

Salesforce Joined Reports