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An AJAX S-Control for importing opportunities
Here's a simple S-Control that allows for the importing of closed Opportunities. It requires manual User steps for importing the Opportunites as Leads via the Sforce Data Loader. Then, the S-Control converts those Leads to Opportunites and addresses some of the limitations in the Lead Conversion functionality in sf.com.
In addition to the standard Lead Conversion functionality, this S-Control sets the Close Date and Amount for an Opportunity. It also allows you to set the OpportunityContactRole for the Contact.
I have built this for importing donations that a nonprofit has received via PayPal or some other service, but I wanted to share it as I didn't find many examples of AJAX lead conversion while I was working on it.
The code deals with:
The LeadConverts object and the ConvertLeadResult object. I also use the OpportunityContactRole dynabean, another code snip for which I couldn't find AJAX examples.
Any feedback is welcome as I'm no expert in Javascript or S-Control development.
Steve, steve@onenw.org
In addition to the standard Lead Conversion functionality, this S-Control sets the Close Date and Amount for an Opportunity. It also allows you to set the OpportunityContactRole for the Contact.
I have built this for importing donations that a nonprofit has received via PayPal or some other service, but I wanted to share it as I didn't find many examples of AJAX lead conversion while I was working on it.
The code deals with:
The LeadConverts object and the ConvertLeadResult object. I also use the OpportunityContactRole dynabean, another code snip for which I couldn't find AJAX examples.
Any feedback is welcome as I'm no expert in Javascript or S-Control development.
Steve, steve@onenw.org
Though they might be of interest to folks, especially people just getting up and running with the AJAX toolkit.
Steve