You need to sign in to do that
Don't have an account?
How to automate converting leads as contacts
Hi,
I am trying to automate the process of converting the leads as contacts.
I have used the web to lead form to create the leads in SFDC from our website. The leads are also saved in the local database.
We then login into the website and then check for the new leads and try to approve them. On approving the leads in the website the same lead in SFDC should be converted as contact.
I tried the sample provided for convertLead(). I am not sure how to use this correctly as it keeps popping with errors. Please let me know if there is something I have to do in SFDC apex, what are the WSDL that I should use for reference.
Thanks
KD
You need to use enterprise wsdl in this scenerio.
Please post your convertLead code here, Along with ther error, So we can investigate what is the cause
Prior to this you need to Map Lead Fields to The Contact Field in SFDC
Go to SetUp==>AppSetup==>Customize==>Lead==>Fields===>
Click on the button "Map Lead fields"
define field mapping , save it , It will copy lead field into Contact fields
Hope this will help you
Thanks,
Bala