Add the Redirect to Opportunity After Conversion Check Box

Sales administrators can add the Redirect to Opportunity After Conversion check box to the Convert Lead page so that users can choose whether to be redirected immediately to the opportunity page after the successful conversion.

This reduces the time spent going to the Opportunities subtab on the Lead and finding the right opportunity to open.

Note: The redirect to opportunity feature is available for single lead conversions only. The check box is deselected by default and isn't available from the Mass Convert Layout Pages for Leads.

Use these steps to add the Redirect to Opportunity After Conversion check box to the Convert Lead page.

1. Sign in as a sales administrator or as a setup user.

2. Activate a sandbox.

3. Navigate to Application Composer, in the Configuration category.

4. In the navigation tree, expand Standard Objects, expand Sales Lead, and click Pages.

5. Ensure that the Application Pages tab is selected.

6. On the Application Pages tab, under the Lead Convert Page Layouts section, duplicate the standard layout to create a new layout to edit.

7. Type a new layout name and click Save and Edit.

   The Lead Convert Page Layout page appears.

8. Click the Edit icon next to Lead Convert Page Layout.

9. From the Configure Detail Form region, move the Redirect to Opportunity After Conversion field from the Available Fields area to the Selected Fields area.

10. Click Save and Close.

11. On the Edit Layout page, click Done and ensure that the layout status for your Lead Convert Page Layout is set to Active.

12. Verify that you can see the Redirect to Opportunity After Conversion check box on the Convert Leads page for a selected lead that you want to convert.

13. Publish your sandbox.