Sonoma Partners Microsoft CRM and Salesforce Blog

Lead Conversion Changes with Salesforce Lightning

Today's blog post was written by Rachel Sullivan, Principal Consultant at Sonoma Partners.

We recently came across an update in Lightning that makes the lead conversion process more flexible, but can also add a bit of confusion if not understood ahead of time. In this blog post, I’m going to show you what changed so you’re aware when you’re converting leads.

In Salesforce Classic

When you convert a lead for an owner who is different than the logged in user, the owner of the newly created Contact, Account, and Opportunity records defaults to the owner of the lead.

Lead1
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 Lead2Click image to expand.


The lead owner (in this case Aaron Robinson) owns all of the records you created, including Account, Opportunity, and Contact.

In Salesforce Lightning

With the update, a new dialog box appears when you convert a Lead. The box allows you to select an existing Account or create a new one.

Lead3
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Lead4
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If the person logged in and qualifying the lead is not the owner of the lead, and they created a new Account, they are now the owner (not the owner of the lead). This cannot be changed within this dialog box. The user must save first and then go back into the account later to change the owner.

Lead5
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Hopefully with this heads-up, you’ll be able to navigate this update with ease. If you get stuck or have any further questions, as always, let us know!

Topics: Salesforce