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#### Access Profile and Role Settings for Converting Leads To convert leads to accounts, contacts, deal registrations, or opportunities, you must have the appropriate settings in your user role and in your access profiles. Depending on the record types that are involved in a lead conversion process and on how your company administrator sets up the Lead Conversion page, one or more of the following options can be available for converting a lead: Do Not Convert Auto-Create Use Existing This topic describes the role and access profile settings that are required to convert a lead depending on which of the available options is used and on the record types that are involved in the conversion process. ### Role Settings for Converting Leads To convert a lead to a record of a given record type, your user role must be set up as follows: The Convert Leads privilege must be enabled. To enable you to convert a lead to another record type using the Use Existing option, the Has Access setting must be enabled for the relevant record type. To enable you to convert a lead to another record type using the Auto-Create option, the Has Access and Can Create settings must be enabled for the relevant record type. ### Access Profile Settings for Converting Leads The following tables show the minimum access levels that enable you to convert leads. The access levels shown here must be available on the access profile that Oracle CRM On Demand uses to extract your access level for a record of a given record type. The following table shows the minimum access level required for the Lead record type.
Record Type | Access Level
--- | ---
Lead | Read/Edit
The following table shows the minimum access level required for the record types that are related to the Lead record type.
Record Type | Related Record Type | Access Level
--- | --- | ---
Lead | Completed Activities | Read/Edit
Open Activities | Read/Edit
Custom Objects 01 through 03 | Read
Custom Objects 04 through 40 | Read/Edit
Lead Teams | Read/Edit
The following table shows the minimum access level required for the other top-level record types that are involved in the conversion process, depending on the option that you choose in the conversion process. NOTE: If you choose the Do Not Create option for a record type on the Lead Conversion page, then the level of access that you have to the record type is not relevant.
Record Type | Use Existing | Auto-Create
--- | --- | ---
Account | Read-Only | Read-Only
Activity | Read-Only | Read-Only
Contact | Read-Only | Read-Only
Deal Registration | Not Applicable | Read-Only
Opportunity | Not Applicable | Read-Only
The following table shows the minimum access level required for the related record types, depending on the option that you choose in the conversion process.
Record Type | Related Record Type | Use Existing | Auto-Create
--- | --- | --- | ---
Account | Account Team | Read/Create/Edit | Read/Create/Edit
Addresses | Read-Only | Read/Create if the lead contains an address; otherwise, the access level is not relevant
Custom Objects 01 through 03 | Read/Create/Edit | Read/Create/Edit
Contact | Accounts | Read-Only | Read-Only
Addresses | Read-Only | Read/Create if the lead contains an address; otherwise, the access level is not relevant
Contact Team | Read/Create/Edit | Read/Create/Edit
Custom Objects 01 through 03 | Read/Create/Edit | Read/Create/Edit
Opportunity | Contacts | Not Applicable | Read/Create
Custom Objects 01 through 03 | Read/Create/Edit | Read/Create/Edit
Opportunity Team | Read/Create/Edit | Read/Create/Edit
Revenues | Not Applicable | Read/Create/Edit
### Access to Activities and Custom Object Records Associated with Leads In the standard application, a lead conversion fails if you do not have edit access to all of the following: The lead's associated activities. The lead's associated records of a custom object record type, if you select the option to associate those records with the account, contact, or opportunity in the Convert Lead page. However, if your administrator selects the Convert Only Editable Related Objects setting on the company profile, then you can successfully convert a lead even if you do not have edit access to all of the activities and relevant custom object records that are associated with the lead. In that case, only the associated records to which you have edit access are linked to the records that are created or updated after the conversion. For information about how Oracle CRM On Demand determines which access profile to use, see the following topics: How Access Rights for Working with Primary Record-Type Records Are Determined How Access Rights for Working with Related Record-Type Records Are Determined NOTE: To convert leads to deal registrations, your company must be set up to use Oracle CRM On Demand Partner Relationship Management Edition. For more information on configuring Partner Relationship Management, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.