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Adriana Smith 9
Need to create a lead from a contact record.
Need to create a lead from the contact record, where Name, Title, Company, email, and Address information is copied over. Can someone help create this button? I'm not sure where to even start.
1. Go to setup
2.Click Customize from left side panel
3.Click contact drop down
4.Click Buttons, Links & Actions
5.Click new button or link
6. Name Label (eg. Clone/convert to lead)
7. Enter a description (eg. Clone contact details into new lead form)
8. Paste in link below into syntax box
https://na1.salesforce.com/00Q/e?name_salutationlea2={!Contact.Salutation}&name_lastlea2={!Contact.LastName}&name_firstlea2={!Contact.FirstName}&lea8={!Contact.Phone}&lea3={!Account.Name}&lea11={!Contact.Email}&lea4={!Contact.Title}&lea16street={!Contact.MailingAddress}&lea16city={!Contact.MailingCity}&lea16state={!Contact.MailingState}&lea16country={!Contact.MailingCountry}&lea16zip={!Contact.MailingPostalCode}&lea9={!Contact.MobilePhone}&lea10={!Contact.Fax}&lea12={!Account.Website}.
9. Check syntax
10. Click Save
11. Go to contacts tab and select a contact (to see it in action)
12. Click Edit Layout - Top right hand screen
13. Add your link/button in the custom links section
14.Review your lead form and save
All Answers
Refer this link
https://success.salesforce.com/ideaview?id=08730000000BqfTAAS
you need to create buttton in lead object then go to Customize--->Leads-->Buttons, Links, and Actions-->then you can create a button from there after creating button you need to add to pagelayout .you can add the that button where ever you want in the page layout .after creating button you need to write apex code for creating a contact record from lead object...
1. Go to setup
2.Click Customize from left side panel
3.Click contact drop down
4.Click Buttons, Links & Actions
5.Click new button or link
6. Name Label (eg. Clone/convert to lead)
7. Enter a description (eg. Clone contact details into new lead form)
8. Paste in link below into syntax box
https://na1.salesforce.com/00Q/e?name_salutationlea2={!Contact.Salutation}&name_lastlea2={!Contact.LastName}&name_firstlea2={!Contact.FirstName}&lea8={!Contact.Phone}&lea3={!Account.Name}&lea11={!Contact.Email}&lea4={!Contact.Title}&lea16street={!Contact.MailingAddress}&lea16city={!Contact.MailingCity}&lea16state={!Contact.MailingState}&lea16country={!Contact.MailingCountry}&lea16zip={!Contact.MailingPostalCode}&lea9={!Contact.MobilePhone}&lea10={!Contact.Fax}&lea12={!Account.Website}.
9. Check syntax
10. Click Save
11. Go to contacts tab and select a contact (to see it in action)
12. Click Edit Layout - Top right hand screen
13. Add your link/button in the custom links section
14.Review your lead form and save
A bit late to the party but I have the same issue as you and also suspect it's before of State/Country Picklists. Did you ever find a solution?
If anyone else has this issue (you will with the formula above if you use State/Country picklists), you must replace {!Contact.MailingAddress} with {!Contact.MailingStreet} - worked for me!
https://na1.salesforce.com/00Q/e?name_salutationlea2={!Contact.Salutation}&name_lastlea2={!Contact.LastName}&name_firstlea2={!Contact.FirstName}&lea8={!Contact.Phone}&lea3={!Account.Name}&lea11={!Contact.Email}&lea4={!Contact.Title}&lea16street={!Contact.MailingAddress}&lea16city={!Contact.MailingCity}&lea16state={!Contact.MailingState}&lea16country={!Contact.MailingCountry}&lea16zip={!Contact.MailingPostalCode}&lea9={!Contact.MobilePhone}&lea10={!Contact.Fax}&lea12={!Account.Website}