Field reset on Convert Lead so SOQL cannot query sensitive information in Salesforce - Forcetalks

Tagged: Account Permissions, Apex Trigger, Before Update, Convert Lead, Leads in Salesforce, Read Only, Records, SOQL Query

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Field reset on Convert Lead so SOQL cannot query sensitive information in Salesforce

Posted by Aman on September 22, 2018 at 6:32 PM

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?

Parul replied 7 years, 7 months ago 3 Members · 2 Replies
2 Replies

shariq

Member
September 22, 2018 at 6:32 PM

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.
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Parul

Member
September 23, 2018 at 6:00 AM

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

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