I recently updated and modified the Page Layout of the Lead object in Salesforce. However, the sales team encountered an issue when converting a Lead Record to an Opportunity. Here, the Convert button on the record page of the Lead object was missing.
In this Salesforce tutorial, we will discuss how to check and add the Convert button when it is not visible on the Lead record page in Salesforce Lightning.
Usually, we can access the Convert button by clicking on the drop-down icon (⬇️) given next to the Clone button. But in our case, this button was missing from the record page.
Reasons why the Convert button on lead is not visible in Salesforce Lightning
In Salesforce, the Convert button can convert a Lead record into an account, opportunity, or contact. This feature helps the Sales team optimize the workflow and prevents data duplication.
There could be multiple reasons why the convert button is not visible in Salesforce Lightning. Some common reasons for Salesforce are listed below.
- Don’t have Convert Leads Permission: The convert button on the Lead object will not be visible when the user doesn’t have permission to edit the lead records.
- Lead Status picklist values are not configured: This issue could also arise when the Lead Status value is not set to “Converted.”
- Convert button not added on Page layout: The convert button is not included in the page layout for the Lead object. Moreover, the Convert button will also not be visible when we don’t properly include it in the page layout.
The following sections will cover the solution for each of these issues in Salesforce Lightning.
Solutions: Convert button on lead not visible in Salesforce Lightning
Now that we understand why the Convert button on lead is not visible in Salesforce Lightning, we can try the solutions. However, we will try to cover solutions to each issue discussed in the previous section.
Solution-1: Check Convert Leads Permission in Salesforce Lightning
If the user wants to update the lead record, such as converting a lead, he must have permission to do so.
To check the Lead conversion permissions in Salesforce Lightning, navigate to the setup page and follow the steps below.
1. On the setup page, search the Quick Find box, then select Profiles under the heading Users.
2. On the profile setup page, select the profi