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Nicole ThompsonNicole Thompson 

How do you customize the lead convert page

Hi, I am in the process of setting up Salesforce for our sales team. The Lead Convert page, looks pretty confusing to Users and I would like to reduce all the options on there and ensure it automatically creates an opportunity when it is converted. If the users are in a rush, I think they will over look 'unchecking' the box. I have googled this and found many posts on it from around 8 to 2 years ago. Surely this has a solution now, as so many people have raised this as an issue, but I can't seem to find one. I am writing instructions for my Sales Team. But this just seems like too much effort for one screen, that should simply be a button! Thanks - Nicole
Best Answer chosen by Nicole Thompson
Naval SharmaNaval Sharma
Hi Nocole,

For this scenario you will require a custom visualforce page. Then you would create a custom button to call on this VF page and replace the standard Convert button with the custom button. So, when you clicked the custom button, it would automaticallyconvert the lead instead of taking your users on standard Lead Convert page.

Do some web searches for custom lead convert page, as this topic has gone around and around. You will probably find everything you need to implement this.

All Answers

Naval SharmaNaval Sharma
Hi Nocole,

For this scenario you will require a custom visualforce page. Then you would create a custom button to call on this VF page and replace the standard Convert button with the custom button. So, when you clicked the custom button, it would automaticallyconvert the lead instead of taking your users on standard Lead Convert page.

Do some web searches for custom lead convert page, as this topic has gone around and around. You will probably find everything you need to implement this.
This was selected as the best answer
Pritam ShekhawatPritam Shekhawat
++ Naval, Using apex controller and visual force you can do this. You have to then replace your standard convert button with a custom button... There is one app on app exchange which is an unmanaged package with all apex and VF page so you can customize as per your need. Take a look here Convert Lead - Custom Lead Conversion Process  
Sourav DuttaSourav Dutta
Hi Nicole,

I would recommend you to create a New Button on Lead & add it to your Page layout.
Set up> Customize> Lead> Buttons, Links, and Actions.

Display Type: Detail Page Button
Content Source: URL

In the link Editor, Use the following Code:
/lead/leadconvert.jsp?retURL=%2F{!Lead.Id}&id={!Lead.Id}&nooppti=0

This will uncheck the box by default:
User-added image

Hope this helps!

Best Regards,
Sourav
Nicole ThompsonNicole Thompson
Thanks Every one, this all sounds way more complicated than it needs to be. So i will give it a go and hope that I don't break everything!! thanks :) much appreciated.
Pritam ShekhawatPritam Shekhawat
Yes, I also suggest you to the same. Wait for some time. Salesforce Idea  for the same is also on future roadmap so hopefully, we will get this feature soon :)
Nicole ThompsonNicole Thompson
Woo, okay, I managed to do it! Thanks! This is MUCH MUCH Better! :)
Natalia HernandezNatalia Hernandez
Hi Nicole,

did you do the steps by visual force or as Sourav describes it? I am facing the same issue. We don't want to have some fields are needs don't required in the process we convert leads. We want to get rid of the "task field" and "opportunity field". What would be the best practice for that? 
Maggie YonovaMaggie Yonova
Hi everyone,

We are also trying to remove some of the fields (actually, whole sections) from "Task information, Additional information, and Reminder", so I will follow this question and hope to see some ideas :)