「lead-conversion」の検索結果

Configuring Salesforce lead management and conversion in Setup: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for Apex that controls what conversion creates - use apex/lead-conversion-customization. NOT for lead assignment rule logic - use admin/assignment-rules. NOT for duplicate rule configuration - use admin/duplicate-management. Also covers: LeadConvertSettings objectMapping XML, LeadConfigSettings, LeadStatus StandardValueSet converted flag, lead process BusinessProcess, Database.convertLead bulk conversion limits.

日本語の概要は準備中です。原文の説明を表示しています。

Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger isolation, and Activity date fields. Also covers which trigger actually fires for a person account, the either/or Event duration contract, the Closed status category behind Task.CompletedDateTime, the 3-record merge cap and its single delete + single update trigger events, and the CaseComment post-insert write lock. Trigger keywords: person account trigger not firing, Contact trigger person account, Event required field EndDateTime, DurationInMinutes, CompletedDateTime null, merge MasterRecordId, CaseComment cannot be edited, IsNotificationSelected null, lead conversion triggers disabled. NOT for the Activity object model — use admin/activity-and-task-patterns. NOT for writing TYPEOF queries — use apex/apex-polymorphic-soql.

日本語の概要は準備中です。原文の説明を表示しています。