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34,330  Points voting closed
Delivered in Spring 18
Delivered in Spring 18

Customize lead convert

Campaigns & Leads

Could you please allow us to customize and restrict the buttons or options available on the "Convert" page? For instance - we don't want our Sales Reps to be allowed to automatically create a new opportunity. Can we remove that option? Also we want it to be required that they make a new activity when they convert to a contact. Can this be possible?

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Latest Comment from Salesforce

  • Brooke Lane - 3 years ago

    @Christian Anderson - Thanks for the continued feedback.  We do understand that this is important to our customers, but we had so much to do to complete the overhaul of the Lead Convert process and to add features such as Attach to Existing Opportunity, and Record Type selection for Contacts and Opportunities that we couldn't attack what would be an additional element in the Admin.  Your feedback and continued articulation of the importance of this is very valuable to us as we move forward with the product.
    @James Benson - The thread is 10 years old.  Fortunately we have developed requested features over the years, but we certainly did try with Winter '18 to attack it more aggressively than we have in a while.  At some point we know we should start a fresh thread, but we continue to extract so much value from this one that it is difficult to decide when to make the cutoff.  
    @Cale Brewster - Thanks for the feedback.  One of the great things about knocking out many of the most glaring requests is that it allows users to move on to the next set of priorities.  Perhaps Record Type mapping will continue to gain traction in importance to large groups of our users.
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