- Properties specific to sfLeadConvert variables
- Functions that handle the sfConvertLead type
sfLeadConvert (Type of variable) In french: sfConversionPiste
The sfLeadConvert 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. Remark: For more details on the declaration of this type of variable and the use of WLanguage properties, see Declaring a variable. Remarks 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 |
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| OverwriteLeadSource | Boolean | - 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.
| | SendNotificationEmail | Boolean | - 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. | | DoNotCreateOpportunity | Boolean | - True to create no opportunity during the conversion,
- False to create an opportunity.
By default, an opportunity is automatically created. | | 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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