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Lead Lifetime Report - CONVERTEDOPPORTUNITYID
Hi all,
Hope you are all well.
To make the Lead Lifetime Report to work properly CONVERTEDOPPORTUNITYID values need to be updated at the time of Lead to Account conversion process by creating an opportunity.
If we decide to create an opportunity for a particular account later on, that particular opportunity information wouldn't come up on the Lead Lifetime report.
I tried dataloader but CONVERTEDOPPORTUNITYID value isn't available in the data loader.
I am just wondering if there is a way to upsert the opportunity id into the CONVERTEDOPPORTUNITYID field of a relevant Lead record so that Lead Lifetime report works well for us.
Any suggestions would be muchly appreciated.
Thanks
Once a Lead is converted, it in effect becomes a 'ready-only' record. You therefore cannot update any field on a converted Lead record (including the 'CONVERTEDOPPORTUNITYID' field). Sorry :(
Thanks for your reply.
That would mean Salesforce buit in Lifetime Lead report is no use to us. But we do really need to see similar information where we need to see a creation of a lead to creation of an opportunity.
I was hoping that with a custom button I would be able to update the CONVERTEDOPPORTUNITYID field of the converted lead from an opportunity page layout with the relevant Opportunity ID.
How about doing the reverse? i.e add a new custom lookup field on Opportunity that points to the Lead object (say 'Originating Lead'). Then add a custom button on Opportunity that updates that field with the appropriate Lead record.