how do you add clients? - Answers - Salesforce Trailblazer Community
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tony hemingertony heminger 

how do you add clients?

Once a lead becomes a client where do it specifically go to - so I dont have leads and clients together?

Is it in the contacts? 
Syed Y. TalhaSyed Y. Talha
Salesforce Creates Account, Contact and Opportunity during a Lead Conversion process. 

So the information you had in Lead wil be in Account as well as details about lead personal information in Contact records. 


Nebojsa (Nash) ZgonjaninNebojsa (Nash) Zgonjanin
Here you go:

Converting Leads

Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To convert leads:“Create” and “Edit” on leads, accounts, contacts, and opportunities

AND

“Convert Leads”

AND

“Read” on any related campaigns

When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. If an existing account and contact have the same names as those specified on the lead, you can choose to update the existing account and contact. Information from the lead is inserted only into blank fields; Salesforce does not overwrite existing account and contact data.

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. If 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 up the mappings for custom lead fields. Converted leads can't be viewed, although they appear in lead reports. Salesforce updates the Last Modified Date and Last Modified By system fields on converted leads when picklist values included on converted leads are changed.

To convert a lead:
  1. From the lead detail page, click Convert.
  2. Optionally, change the owner of the new records. This reassigns all notes, attachments, and open activities to the new owner but does not change closed activities. Select the Send Email to the Owner checkbox to send an automated email to the new owner. Note
    If you have a trigger set to fire when new records are created, the trigger temporarily assigns a system user as the owner of the created records. After the trigger finishes, the owner is set to the lead owner.
  3. In the Account Name field, select a new account or search for an existing account. Click View to open a printable view of the existing account. Information from the lead is inserted only into blank fields; it will not overwrite existing account data.
  4. If you are updating an existing person account, select the checkbox if you want to overwrite the Lead Source field in the person account with the value from the lead.
  5. In the Opportunity Name field, enter a name for the new opportunity, or select the Do not create a new opportunity upon conversion checkbox if you do not want to create an opportunity.
  6. In the Converted Status picklist, select a status for the converted lead. Choices include statuses marked as “converted” by your administrator.
  7. Optionally, fill in the following fields to schedule a follow-up task that is automatically assigned to the record owner:
    • SubjectSubject or short description of the task, for example, “Email quote to customer.” You can enter a subject, or select from a picklist of previously defined subjects.
    • Due Date (optional)—Date when the task should be completed. You can enter a date, or choose a date from the calendar that displays when you put your cursor in the field.
    • Comments (optional)—Text note describing the task. This field can hold up to 32KB of data.
    • StatusCurrent status of task, for example, Not Started or Completed. (Picklist selections can be customized by your administrator.)
    • PriorityUrgency of the task, for example, Low, Medium, or High. (Picklist selections can be customized by your administrator.)
    • Send Notification Email (optional)—Select this checkbox to send a notification about this task to the assignee.
    • Reminder (optional)—Select this checkbox to schedule a reminder for this task.
  8. Click Convert.
  9. If a duplicate contact exists, choose whether to create a new contact or update the existing contact. Information from the lead is inserted only into blank fields; it will not overwrite existing contact data.
  10. When updating an existing contact, check the box if you want to overwrite the Lead Source field in the contact with the value from the lead.
  11. Click Convert to finish.

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.

Tip
Alternatively, you can also convert a lead by clicking Find Duplicates from the leads home page. See Merging Duplicate Leads for more information about converting a lead using the merge utility.

Notes on Converting Leads

  • Conversion impact on workflow:
    • You cannot convert a lead that is associated with an active approval process or has pending workflow actions. For more information, see Managing Approval Processes and Managing Workflow Rules.
    • Converting a lead to a person account cannot trigger workflow rules.
    • If validation and triggers for lead convert are enabled in your organization, then converting a lead can trigger a workflow action on a lead. For example, if there is an active workflow rule that updates a lead field or transfers the owner of a lead, that rule can trigger when the lead is converted, even if the lead is no longer visible on the Leads tab as a result of the conversion. Note that if a workflow rule creates a new task as a result of a lead conversion, the task is assigned to the newly created contact and related to the associated account or opportunity. For more information, see Customizing Lead Settings.
    • When a lead is converted by someone who isn't the lead owner, all workflow tasks associated with the lead that are assigned to that user, except email alerts, are reassigned to the lead owner. Workflow tasks assigned to users other than the lead owner and lead converter are not changed.
  • Conversion impact on campaigns:
    • If the lead matches an existing contact and both records are linked to the same campaign, the campaign member status is determined by whichever is further along in the lifecycle of the campaign. For example, if the lead member status is “sent” and the contact member status is “responded,” the responded value is applied to the contact.
    • Related campaign information is always associated with the new contact record regardless of the user's sharing access to the campaign.
    • When more than one campaign is associated with a lead, the most recently associated campaign is applied to the Primary Campaign Source field on the opportunity regardless of the user's sharing access to the campaign.
  • Conversion impact on standard and custom lead fields:
    • The system automatically maps standard lead fields to standard account, contact, and opportunity fields (see Lead Conversion Mapping).
    • For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields (see Mapping Custom Lead Fields).
    • The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
  • During lead convert, Apex triggers are fired and universally required custom fields and validation rules are enforced only if validation and triggers for lead convert are enabled in your organization.
  • Salesforce ignores lookup filters when converting leads if the Enforce Validation and Triggers from Lead Convert checkbox on the Lead Settings page is deselected.
  • If the lead has a record type, the default record type of the user converting the lead is assigned to records created during lead conversion.
  • The default record type of the user converting the lead determines the lead source values available during conversion. If the desired lead source values are not available, add the values to the default record type of the user converting the lead.
  • Your organization can set its own guidelines for determining when a lead is qualified, but typically, you will want to convert a lead as soon as it becomes a real opportunity that you want to forecast.
  • If you are using local lead names, the Company Name (Local) on the lead will automatically map to the Account Name (Local) along with their associated standard name fields.
  • If your organization uses divisions, the new account, contact, and opportunity are assigned to the same division as the lead. If you update an existing account during lead conversion, the account’s division is not changed, and the new contact and opportunity inherit the account’s division.
  • If your organization uses territory management, the new account is evaluated by account assignment rules and may be assigned to one or more territories. If the rules assign the account to exactly one territory, then the opportunity will also be assigned to that territory. If the rules assign the account to multiple territories, then the opportunity is not assigned to any territory.
  • If your organization uses person accounts, you can convert leads to either person accounts or business accounts. Leads with a blank Company field are converted to person accounts. The default person account record type for your profile is applied to the new person account. Note that you can only create leads with a blank Company field using the Force.com API. Leads with a value in the Company field are converted to business accounts. The default business account record type for your profile is applied to the new business account.

    As a best practice, we recommend that you use different lead record types and page layouts to differentiate leads that will be converted to person accounts from those that will be converted to business accounts. In particular, remove the Company field from the page layouts of leads that will be converted to person accounts, and make the Company field required on the page layouts of leads that will be converted to business accounts.

  • If your organization uses Salesforce to Salesforce: When you convert a lead, Salesforce to Salesforce inactivates the shared record and updates the External Sharing related list in your connection's lead record with an Inactive (converted) status. Due to inactivation of the shared record, changes to the Lead Status during conversion aren't reflected in your connection's lead record.