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Showing posts from April, 2012

How to disable Task when Converting Lead in Salesforce

There is already solution for "Do not create new opportunity upon conversion" in the Lead convert process. That is really awesome post, If you didn't know about it check this link But many of the customers are posting in salesforce community and also in Salesforce Idea that they don't want to create Task also when converting the Lead to Account. I thought that by writing code or creating custom page will give solution to the problem. But the answer is so simple, I believe this will give solution to the users Just follow this simple steps.. Click YourName-->setup-->Customize-->Activities-->Task Page layout Then Click Edit to the Page Layout, now Pagelayout window will appear as shown in the screenshot Move mouse pointer to the Subject field,now wrench icon will appear click that to edit the subject field properties. Then disable the Required chec