Saturday, March 21, 2015

Salesforce – Lead Settings: Lead Conversion Settings

Setup > Customize > Leads > Settings

Require Validation for Converted Lead: When users convert leads, enforce: required field settings, field validation rules, workflow actions, and Apex triggers.

Preserve Lead Status: Prevent the lead status from changing to the new lead owner's default value during lead conversion.

Let users convert leads on the Salesforce1 app.

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