- Properties specific to sfLeadConvert variables
- Functions that handle the sfConvertLead type
sfLeadConvert (Type of variable)
In french: sfConversionPiste
type is used to describe the conversion parameters of a lead. The characteristics of this type of variable can be defined and changed using different WLanguage properties.
: For more details on the declaration of this type of variable and the use of WLanguage properties, see Declaring a variable
Properties specific to sfLeadConvert variables
The following properties can be used to handle the description of the conversion of a lead:
|Name ||Type used ||Effect |
- True to overwrite the "Origin of the lead" item of the target contact with the content of the "Origin of the lead" item of the lead to convert,
- False not to overwrite this information.
- True if a notification of conversion must be sent by email to the manager of the lead,
- False to perform no action.
|AccountID||Character string||Identifier of the account in which the lead will be merged. If this property is specified, the specified account will be updated. If this property corresponds to an empty string, a new account will be created.|
Important: If the "AccountID" property is specified, the "ContactID" property does not need to be specified.
|ContactID||Character string||Identifier of the contact in which the lead will be merged. If this property is specified, the specified contact will be updated. If this property corresponds to an empty string, a new contact will be created.|
|LeadID||Character string||Identifier of the lead to convert. This property must necessarily be specified.|
|OwnerID||Character string||Identifier of the person who owns the new account, contact or opportunity. By default, the owner is the owner of the lead.|
By default, an opportunity is automatically created.
- True to create no opportunity during the conversion,
- False to create an opportunity.
|OpportunityName||Character string||Name of the opportunity to create. If this property corresponds to an empty string, the name of the company associated with the lead is used.|
|ConvertedStatus||Character string||Value of the valid status for the converted lead. The statuses are defined by the administrator. To be proposed, the status must be checked for the "Converted" column.|
This property is mandatory.
Remark: The possible values can be known through programming by running the following query with SFExecuteQuery: "SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted=true").
Functions that handle the sfConvertLead type
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