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What happens to the activity history on a Lead when it is converted?

Knowledge Article Number 000005159
Description

What happens to the activity history on a Lead when it is converted?

Resolution

All open and closed activities from the lead are attached to the account, contact, and opportunity. You can assign the owner of the records, and schedule a follow-up task. When you assign a new owner, only the open activities are assigned to the new owner. For Activity History, the Assigned user will be retained, as long as the user has access to the related records, otherwise they will also be assigned to the new owner.

f you have custom Lead fields, that information can be inserted into custom Account, Contact, or Opportunity fields as well. Prior to converting Leads, your administrator must set this up: Mapping Custom Lead Fields.

Converted leads can't be viewed, although they appear in lead reports. (1) (2)

Salesforce.com updates the Last Modified Date and Last Modified By system fields on converted Leads when picklist values included on converted Leads are changed.

As part of the Lead conversion process, the Last Modified Date, and Last Modified By system fields are also updated on the related open and closed activities that exist for the Lead that is converted.  The reason this occurs, is since when the Lead conversion is done, the related activities have to have the values in the "Name" and "Related To" values set to the Contact (Name) and Opportunity (if an Opportunity is created on Lead convert) as part of the lead conversion process (Related To). 

All notes and attachments from the lead are converted and attached to the new account and contact. All open activities and activity history from the lead are converted and attached to the new account, contact, and opportunity. The converted lead record can no longer be viewed, although it does contribute data to reports.

See Also:

Considerations for Converting Leads
Leads: Update Details for Converted Leads in Salesforce Classic
How to view Converted Leads in your Organization





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