Escape Kit
  • Blog
  • Contact

Converting Leads in the Salesforce1 App

3/11/2014

1 Comment

 

This helped me so I want to keep it right here so it doesn't get lost. Maybe it will help you too? ;)

Picture
I kept getting complaints from users that the 'convert' button was not available on leads in the salesforce1 app. I searched high and low for a solution and ended up having to build a quick and dirty solution myself.

The app consists of a flow, action, class and VF page.

It sounds harder than it actually was. I am sure that salesforce will be fixing this soon but I put this quick fix for lead conversion in salesforce1 app together for installation: 
https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000000N0nu

After the install make sure that publisher actions are enabled:
From Setup, click Customize | Chatter | Settings.
Click Edit.
Select Enable Publisher Actions.
Click Save

Go to the mobile and click the plus button on the bottom right for all of the publisher actions:



   
 


















Then click the wrench icon for 'leadconvert'


Picture
A  new screen comes up with the company name and finally you click 'next' and the lead is converted


Picture
1 Comment
Jerry
10/20/2014 03:20:51 am

Is there any way to just convert the Lead to an Account & "Not" create the Opportunity?

Reply



Leave a Reply.

    Archives

    September 2014
    August 2014
    June 2014
    May 2014
    April 2014
    March 2014
    February 2014
    January 2014
    November 2013
    April 2013
    March 2013
    February 2013
    January 2013

    RSS Feed