Lead convert problem in Salesforce

Many of salesforce programmer face problem while converting the Lead into Accounts, Contact, Opportunities and followup tasks.

Normally the reason is custom field created by you in any of above which is mandatory and not present in Lead.

For example in Below screen:

Lead Conversion error in salesforce
Lead Conversion error in salesforce

The error is caused because of field Phone extention in Account which is mandatory.

So, to resolve this kind of error, following approach can be used.

Determine the mandatory fields which are present in Opportunity, Account and contacts.

If those fields are not present in the Lead or not mapped in the lead than create those fields in Lead and through field map functionality, map those fields with Account, opportunity whatever required.

Map Lead Fields in Salesforce
Map Lead Fields in Salesforce

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6 responses to “Lead convert problem in Salesforce”

  1. prashanth Avatar
    prashanth

    mba candidate can learn salesforce.com

  2. prashanth Avatar
    prashanth

    b.com with mba candidates cal learn salesforce.com. will companies offer them to get a job

  3. Deepu Avatar
    Deepu

    Recently the Person Account functionality has been activated.
    Now, when creating a new Account, type Business Account, we get the error:
    “Business Account may not use Person Account field PersonLeadSource”.

    Any help would be appreciated..

    1. JitendraZaa Avatar
      JitendraZaa

      Hi Deepu, while converting the lead if you don’t provide the company name then it will try to convert it as person account. I would suggest you to remove the field of person account from lead field mapping.

  4. Satheesh G Avatar
    Satheesh G

    When
    we converting the lead, Creation of Opportunity is Mandatory or Optional?

  5. pruthvi Avatar
    pruthvi

    Hi Jithendra, I have a 2 custom field created either on Opportunity and Lead which are of the same data types (address) – when i try to map the leads to Opportunity it says the below error :
    “Map the lead field to a field that uses the same data type”
    Could you please let me know what might be the resolution for this?

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