• #14931
    Salesforce | Tanu Tanu #502

    How to update the converted lead?

    How to update the converted lead?



    Salesforce | Himanshu Himanshu #471

    Hi Tanu,

    To update converted leads:
    “Set Audit Fields upon Record Creation”AND

    “Update Records with Inactive Owners”
    From Setup, enter User Interface in the Quick Find box, then select User Interface.
    Select Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions.
    Save your changes.
    Add the setting to your profiles. From Setup, enter Profiles in the Quick Find box, then select Profiles. Select the profile and then select Set Audit Fields upon Record Creation.
    Save your changes.

    Salesforce | Hazel Hazel #476

    There is a new feature “Update Fields on Converted Leads” inroduced in Salesforce spring 2016 release. This may help you.
    Know more about this http://docs.releasenotes.salesforce.com/en-us/spring16/release-notes/rn_sales_leads_edit_converted_leads.htm

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