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Convert Leads without Opportunities Created as the Default Option

Publiceringsdatum: Oct 13, 2022
Beskrivning
Two options have been added in the lead conversion settings. They allow you to either hide the Opportunity section of the Convert Lead window during the conversion of a lead, or to select the option Don't create an opportunity upon conversion as default.
Lösning

Prior to Spring '18 release, it wasn’t possible to select an option to skip the creation of opportunities as a default when converting a lead. Since the Spring '18 update, there are two options when converting a Lead:
  • Hide Opportunity Section of Convert Lead Window
  • Select Don't create an opportunity upon conversion by Default in Convert Lead Window

In Lightning Experience
  1.  Click the gear icon
  2. Click Setup
  3. Enter Lead Settings on the Quick Find box on your left
  4. Click Lead Settings
  5. Click Edit
  6. Select Don't create an opportunity by Default in Convert Lead Window and Hide Opportunity Section of Convert Lead Window
  7. Click Save

In Salesforce Classic
  1. Click Setup
  2. Enter Lead Settings on the Quick Find box on your left
  3. Click Lead Settings
  4. Click Edit
  5. Select Don't create an opportunity by Default in Convert Lead Window and Hide Opportunity Section of Convert Lead Window
  6. Click Save

To learn more about the process and limitations of lead conversion in Salesforce Classic, see Prevent Opportunity creation upon Lead Conversion

For further information about the Spring 18 Release:
Streamline Lead Conversion Without Opportunities
Considerations for Converting Leads
 
Knowledge-artikelnummer

000382379

 
Laddar
Salesforce Help | Article