-
Field reset on Convert Lead so SOQL cannot query sensitive information in Salesforce
Once you convert lead, few fields on lead should be reset so that sensitive information should not be queried using SOQL. How to get this done in Salesforce?
-
2 Replies
-
Once lead is converted, its READ ONLY. we cannot update it using Apex or Trigger. However we can use “Before Update” trigger on lead and check for fiels “IsConverted“. If its true means lead is going to be converted so reset all fields in that case.
-
Have you looked at the “View and Edit Converted Leads” permission? A user with that permission can view the actual record of a converted lead. Without the permission when you click on a converted lead you will automatically be navigated to the contact or account.
Thanks
Log In to reply.
Popular Salesforce Blogs
Can AI-powered chatbots for Healthcare be HIPAA-compliant? Salesforce Einstein is the Answer!
If AI is well-trained, humans might communicate with it and don't even know they interact not with another human. It's considered to be the most…
Salesforce Implementation Costs: Factors to Consider and Average Expenses
According to the Total Cost of Ownership of Salesforce study, there are a few main factors regarding CRM adoption decisions. The financial sting of ongoing costs…
Unlocking the Potential of Generative AI Without Creating Your Own Language Model (LLM)
Generative AI solutions with groundbreaking capabilities like content creation, text summarization, question answering, document translation, and task completion are in high demand. However, integrating large…
Popular Salesforce Videos
What is Salesforce Marketing Cloud?
Salesforce Marketing Cloud helps in digital marketing automation and analytics. In this video, we have provided detailed information about what is salesforce cloud and its…
Salesforce & Google Analytics integration
Salesforce is one of the most popular CRMs available today. Many teams use Salesforce heavily for reporting and analysis. The ability to model the data…
Coronavirus Impact On Healthcare Sector – Time To Rejuvenate | Salesforce CRM
The Covid 19 has created an economic recession in the healthcare industry with disruption in healthcare services. The global healthcare CRM market is likely to…
