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            Let Users View and Edit Converted Leads

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            Let Users View and Edit Converted Leads

            Assign the View and Edit Converted Leads permission to marketing and sales operations who need access to view and edit converted leads.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales
            User Permissions Needed
            To assign a permission set to users: Assign Permission Sets

            Salesforce periodically indexes your unconverted leads to make them searchable. After lead conversion, Salesforce doesn’t index the lead again. If a lead conversion takes place before it’s indexed, or a user updates a lead after conversion, it isn’t searchable.

            1. From Setup, enter Permission Sets and select Permission Sets.
            2. Click New.
            3. Enter a name for the permission set and save.
            4. Click App Permissions and then click Edit.
            5. Under Sales, select the View and Edit Converted Leads permission.
            6. Save the permission set.
            7. From Setup, enter Users and select Users.
            8. Select the user that you want to assign the new permission set to.
            9. Scroll to the Permission Sets related list and then click Edit Assignments.
            10. Assign the permission set to the user and save your changes.

            The location where a converted lead appears depends on the interface that you use.

            Where To see converted leads? Lightning Experience Salesforce Classic The Salesforce Mobile App
            Recent Items list No Yes No
            Recent Records list in the Global Navigation tab Yes No No
            Global Search Results Yes Yes No
            Global Search Most Recently Used list Yes No No
            Recently Viewed list views Yes Yes Yes
            Campaign Member related list (only leads added after conversion) Yes Yes No
            Custom Lead lookup fields Yes Yes Yes
            Lead reports Yes Yes Yes
            Recent Records on Home page Yes No No

            Users can’t reverse a lead conversion.

             
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