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Laura Babb 4
Convert button on lead object not visible in Lightning
I cannot get the Convert button to be visible on the lead layout in lightning. All the correct permissions are set and the standard button is on the layout. It is visible in Classic, just not lightning. I cannot move it to Salesforce Mobile & Lightning Experience Actions, because it is standard. This is imperative and I cannot figure out the problem! Please help!
Sorry for this issue you are facing.
To convert a Lead, the User(I mean his or her own Profile) needs all these Permissions:
- “Create” and “Edit” on leads, accounts, contacts, and opportunities AND
- “Convert Leads” AND
- “Read” on any related campaigns
You'll need to verify that.Also, verify that the button is on the page layout they are seeing (from Setup, not from their actual screen). If the button is there but they don't see it when they look at the Lead:
Edit their profile and make sure the "Convert Leads" permission under General User Permissions is checked.
You can check the convert leads permission info from the below help document.
- https://help.salesforce.com/articleView?id=leads_convert.htm&type=0
Please let us know if this helps.Happy to help further.
Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra