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Salesforce merge() SOAP API , allow to combine up to three records of the same type into one record. You explicitly tell Salesforce which re...

Contact or Lead Deletion When a Contact or Lead used in a Campaign Member is deleted, all Campaign Members for that lead or contact will al...

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, e...

Ten months ago, I blog about standard Salesforce Duplicate Management feature. This is standard feature under Data.com, but you do not need...

We have case when some of our users feedback that they do not see Change Status, Change Owner, Add to Campaign button in Lead list View. ...

When adding new Contact or Lead to a CRM system, you would like to note how you get know to that person? That's why by default Salesfo...

When a Lead in converted into Account, Contact and Opportunity in Salesforce, you can easily track what is the Account and Contact created (...

As of Summer '15 release, Salesforce introduce ability to Convert Lead in Salesforce1 mobile app. If you are admin, you can enable it fr...

When you convert a Lead into Account, Contact and Opportunity. Opportunity Close Date cannot be set from the Lead conversion field mapping. ...

1. Once a lead is converted, lead details are  no longer visible from the Lead page payout . If you note the Lead ID before conversion,...

In previous blog, we discuss about validation rule when user convert lead . Now, we have new requirement, can we set default values when use...

We blog on lead field conversion mapping sometimes back this year. In this blog, we would like to discuss how to run Validation Rules on Le...

When you convert a Lead, standard Lead  fields automatically converted into Account, Contact, and Opportunity - as mapping below: Lead Fie...

In this blog, we are going to discuss Lead conversion and its relationship to Campaign and Opportunity. Here is the scenario : 1. Creat...