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Tuesday, July 25, 2017

Salesforce: Edit Converted Leads

If you have used Salesforce for a quite long time, you may aware that once a Lead is converted, you will not able to view the lead detail, except with report, and will not able edit it, even using API.

But, since Spring '16 Release, a user with special permission will be able to view and even edit the converted lead, directly in Salesforce page. This is a good move, in many cases Sales Ops or super user needs to edit some details in the converted lead.

In the previous blog Set Audit Fields upon Record Creation, we discussed a new permission for user able to populate Create Date, Create By, etc., but a user with the same permission "Set Audit Fields upon Record Creation" will be able to edit a converted lead too.

Thanks to Daniel Peter for pointing a new permission "View and Edit Converted Leads" introduced in Spring '17 Release, this permission reduces "Set Audit Fields upon Record Creation" permission just for the purpose of set audit fields on the record creation. I personally see this is a great approach in separating the permissions, because of the different usage.

Let's see a converted Lead in Classic, even we manually type in the URL, example: https://ap2.salesforce.com/00Q28000002fPqZ, it will be auto redirect to https://ap2.salesforce.com/p/lead/ViewConvertedLead/d?id=00Q28000002fPqZ



But, let's see when a user with "Set Audit Fields upon Record Creation" permission opens the same lead:


This user, able to see and even edit the record from Salesforce page.


Now, let's see what will be happened in Lightning for the same users. For the 1st user without Set Audit Fields upon Record Creation permission, the page will be auto redirect to the converted Contact.



While for the 2nd user with Set Audit Fields upon Record Creation permission, it will stay at the Lead page, so user able to view, and even edit the converted lead.



Editing converted Lead:




Reference: