- When the lead is converted
- Account and Contact created
or existing Account and Contact attached
- Opportunity created
2. User still can access lead detail from report using report type Leads with converted lead information.
3. Lead is frozen,
you even cannot update the lead record, even using API.
4. Converted field
is ticked and Converted Date field will be populated on the
date of conversion happened.
5.
Chatter feed posts associated with the lead are not migrated anywhere and the
lead posts are no longer available in the Chatter feed, unless access from API.
6. When
you convert a lead into an existing account, you not automatically
follow that account. However, when you convert the lead into a new account,
you automatically follow the new account, unless you disabled Automatically follow records that I create in your Chatter setting.
7. If the Lead associated with campaigns, all Campaign History copy into Contact created. For opportunity, it will create Campaign Influence if fit into criteria and one will be selected as Primary Campaign Source based on latest campaign attached to the Lead.
8. All notes and attachments from the lead are converted and attached to the new account and contact (not to opportunity).
9. All open
activities and activities history from the lead are converted and
attached to the new account, contact, and opportunity.
10. If
an existing Account have the same Company name as those specified on the lead,
you can choose to attach to existing Account, so this will not
create new Account.
11. Lead
with same First and Last Name, but different Company with existing Account will always be created as new Contact.
12. When
user select to attach to an existing Account, user will give option to attach to
existing Contact for the same Account only if First or Last Name is similar.
13. When
you attach to existing Account and Contact, information from the lead is
inserted only into blank fields; Salesforce does not overwrite existing
account and contact data. A checkbox has 2 possible values: 0 or 1, so
it will never be considered as blank field, so checkbox won't be
overwritten.
14.
Update Last Modified Date and Last Modified By fields
on converted leads when picklist values included on converted leads are
changed.
15. You
can’t convert a lead that’s associated with an active approval process or has
pending workflow actions.
16. By default, Lead owner will be record owner of the created Account, Contact and Opportunity.
17. If you have Record Type in Account, Contact or Opportunity, created record will follow Default Record Type of the record owner as in the Profile.
18. Contact will be added in Opportunity Contact Role as Primary
16. By default, Lead owner will be record owner of the created Account, Contact and Opportunity.
17. If you have Record Type in Account, Contact or Opportunity, created record will follow Default Record Type of the record owner as in the Profile.
18. Contact will be added in Opportunity Contact Role as Primary
Reference:
- Converting Leads
- Understanding Lead Conversion
- What happens when I convert a lead?
- Why the Checkbox field is not being updated in Lead
Conversion?
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