Christian Anderson - 2 years ago
This is a big issue for us in Lightning Winter '18. We don't create opportunities on converting leads. In Winter 18, there not a way to have the "Don't create an opportunity upon conversion" option selected by default? Please provide any workaround for this it is a big issue to have the "Create Opportunity" option selected by default. We absolutely do not want our users create opportunities during lead conversion.
Brooke Lane - 3 years ago
@Sarah Stoke - I think you will be delighted with the way we'll be presenting existing account data, including the ability for Admins to pick which account fields users see. Hint: The most powerful matches will come from our Dupe Matching tools. I'd suggest you at least turn on the default Matching and Dupe Rules, but would encourage you to create some of your own rules to surface duplicates with the most meaningful matching parameters for your org.
Karen Wheeler - 3 years ago
I've just burned a few hours researching Lightning to make a determination of what we would sacrifice by moving there. My next step was to implement it for myself but guess what - all of the documentation I've looked at so far includes instructions to click on links that don't exist for me! Very frustrating and makes me less inclined to spend any more time researching this at this point since I can't actually see it in action in my environment. Not happy.
Stephanie Dempsey - 3 years ago
Extremely disappointed that this has gone the direction of being a Lightning-only update. I *have* engaged my org about adopting Lightning, but with the way we use Salesforce, there is too much that is still *not* compatible, so it's *not* an option. You've disenfranchised a large portion of your users by focusing so much attention on Lightning.