Assign the View and Edit Converted Leads permission to the marketing and sales operations users who need to view and edit converted leads.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales |
| User Permissions Needed | |
|---|---|
| To assign a permission set to users: | Assign Permission Sets |
Salesforce periodically indexes your unconverted leads to make them searchable. After lead conversion, Salesforce doesn’t index the lead again. If a lead is converted before it’s indexed, or a user updates a lead after conversion, the lead isn’t searchable.
- From Setup, enter Permission Sets and select Permission Sets.
- Click New.
- Enter a name for the permission set, and then save it.
- Click App Permissions, and then click Edit.
- Under Sales, select the View and Edit Converted Leads permission.
- Save the permission set.
- From Setup, enter Users and select Users.
- Select the user that you want to assign the new permission set to.
- Scroll to the Permission Sets related list and then click Edit Assignments.
- Assign the permission set to the user, and then save your changes.
The location where a converted lead appears depends on the interface that you use.
| Where to see converted leads | Lightning Experience | Salesforce Classic | Salesforce mobile app |
|---|---|---|---|
| Recent Items list | No | Yes | No |
| Recent Records list in the Global Navigation tab | Yes | No | No |
| Global Search Results | Yes | Yes | No |
| Global Search Most Recently Used list | Yes | No | No |
| Recently Viewed list views | Yes | Yes | Yes |
| Campaign Member related list (only leads added after conversion) | Yes | Yes | No |
| Custom Lead lookup fields | Yes | Yes | Yes |
| Lead reports | Yes | Yes | Yes |
| Recent Records on Home page | Yes | No | No |
Users can’t reverse a lead conversion.