Business Case:

• By default, when you convert a Lead to an Opportunity, an Opportunity gets generated.
• You can stop the creation of an opportunity by checking the checkbox “Do not create a new opportunity upon conversion”
• This Tip is to allow users to have a Button that converts Leads without creating an Opportunity

Tip Recipe:

• On the Lead Object, on the Lead Conversion page, create a new Button “Convert without Opportunity”
• This Button will automatically check the box “Do not create a new opportunity upon conversion”

Tip Steps:

• Get the default Lead conversion URL by opening a Lead and clicking on “Convert” Button

  

• Copy the URL part after the domain name:
• https://walidsc-dev-ed.my.salesforce.com/lead/leadconvert.jsp?retURL=%2F00Q0Y000002U5s5&id=00Q0Y000002U5s5
• Go to the Lead Object page: Setup | Build | Customize | Leads | Buttons, Links, and Actions – click on new Button
• Fill as per the below

  

• Note that we changed the actual ID of the Lead with the Merge Field “Lead ID”
• We have also added “&nooppti=1” after the second Lead ID Merge Field. This is the argument that automatically checks the checkbox
• Save and add the Button to the Page Layout (new buttons are not automatically added to the page layout)
• Open a Lead, and click on “Convert without Opportunity”, you will get the checkbox “Do not create a new opportunity upon conversion” checked by default:

  

That’s it! J