Apex Code Development You need to sign in to do that
Don't have an account?
George Jenson Lead Convert not showing matching contacts in Lightning
Hi, I am in the process of converting from Classic to Lightning, but am getting different behaviour in the lead convert process.
The Convert process is not matching a new Lead against an existing Contact.
"Apex Lead Conversion" was enabled thru a support case, Require Validation for Converted Leads is checked in Lead Settings. All matching and duplicate rules are activated.
The Lightning page shows there are duplicates when viewing the Lead and lists the matching Contact and Account. The Classic convert process picks up and enables selection of the duplicate contact in the convert process. However, the Lightning Convert dialog shows 0 duplicates in the Contact row of the table.
Are there any additional settings to confugure to get this working? It seems odd that the convert screen is the only place not matching the existing Contact with the new Lead.
Any help appreciated.
The Convert process is not matching a new Lead against an existing Contact.
"Apex Lead Conversion" was enabled thru a support case, Require Validation for Converted Leads is checked in Lead Settings. All matching and duplicate rules are activated.
The Lightning page shows there are duplicates when viewing the Lead and lists the matching Contact and Account. The Classic convert process picks up and enables selection of the duplicate contact in the convert process. However, the Lightning Convert dialog shows 0 duplicates in the Contact row of the table.
Are there any additional settings to confugure to get this working? It seems odd that the convert screen is the only place not matching the existing Contact with the new Lead.
Any help appreciated.
Please refer to the following link as it may be helpful in solving your problem.
https://help.salesforce.com/articleView?id=000213430&language=en_US&type=1
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha