Can I change an opportunity back to lead? - Answers - Salesforce Trailblazer Community
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Melissa KnoxMelissa Knox 

Can I change an opportunity back to lead?

Andrés GluecksmannAndrés Gluecksmann
nope
Brendan ConroyBrendan Conroy
Hi Melissa,

No. Salesforce works in a very linear fashion (ie lead becomes a contact, account, and opportunity). Making retroactive actions is against its overall business flow. I've seen Ideas posted about this topic previously, but it is not in the current standard functionality. I hope that helps.
Melissa KnoxMelissa Knox
Thank you!
Jim EllisJim Ellis
Hi Melissa,

Not sure if this will help at all; but we also required this functionality in Salesforce, so, to get round it, we created a custom button which will create a Lead from an Opportunity.  The only issue that we still have with it, is that we've not quite figured out how to get a Contact, for the Opportunity, back into the Lead.

Thanks
Andrés GluecksmannAndrés Gluecksmann

Jim that's cool. I'm curious what the use case is here though but from a technical perspective I would think that the new Flow features coming with Spring '14 could help. You can kick off a Flow using a Workflow rule and then make it do very interesting things. You can create new objects and pass parameters through and delete old ones all in a flow. Without a Flow, most of this would require custom Apex to do some magic.

Jim EllisJim Ellis
Hi Andres, 

The custom button is something that I've 'inherited' - I think the idea was that when an Opportunity is Lost and the Account, to which it is assigned, is no longer a client - then a Lead would be created so that the details in the Opportunity are not discarded (i.e. forgotten about!) - so the Opportunity information is copied into the new Lead, via the button.  The Lead is then back into our business process of 'warming' and, when/if the time comes, a new Opportunity can be created for the would be 'Prospect'.

I'll have a look at the new Flow feature when it arrives, as I'm getting quite itchy feet now waiting for the Spring 14 release to land in our territory!
Andrés GluecksmannAndrés Gluecksmann
Ah ok got it Jim. Thanks for the detail. 

Yeah there's a TON of pent up energy on this twice (or thrice?) delayed release. Summer '14 release notes com out May 22nd do so by the time the excitement begins to wane for Spring '14 we'll have a new Summer present to dig into. Yay! : )