-
When a lead is converted, does the lead get removed from the system?
Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert into opportunities, can I still show a report to show that we logged 100 leads or will it show as 10 leads have been logged and 90 opportunities?
-
1 Reply
-
Hi,
After lead conversion you will not be able in the leads in the Lead records unless query lead records with condition that includes "isConverted=true"
So on the report creating a report of type: "Leads with Converted Lead Information and creating custom formula of type CONVERTED:SUM / RowCount may solve your problem.
Thanks
Log In to reply.
Popular Salesforce Blogs
Salesforce Event Management: Tips & Best Practices
In a recent chat, our Team Lead and Salesforce Architect, Evgeniy Sukach (Evgeniy), shared his insights with the Routine Automation (RA) team on harnessing Salesforce…
Streamlining Operations of a Leading Bike Aggregator Through Salesforce® Field Service Lightning
Client Profile The client is a leading Bike Aggregator in the US, a start-up that has recently raised multi-million-dollar investment. They have a public-private partnership…
Lead Management and Lead Conversion in Salesforce
1. What is a Lead? A lead is an individual or organization that has shown interest in your products or services. Leads are potential customers…
Popular Salesforce Videos
Get Started with Process Builder
Get started with process builder -- and replace that ridiculously and ever-growing list of workflow rules with easier to understand, more extensible processes. This video…
What benefits Salesforce Email integration provides for my business?
This video puts light on the benefits of Salesforce Email Integration for Business. Every aspect of Email Integration is provided and discussed in detail along…
3 Must-Have Validation Rules in Salesforce to Save Time and Avoid Costly Mistakes
Validation rules in Salesforce act like quality checks for your data. They help make sure that the data in your Salesforce org is accurate and…