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sankumsankum 

order of saving standard objects?

hi iam new for salesforce.

1)  i want to know what is the order of loading records to oppurtunities,lead,accounts,contacts through dataloder?

2) what is the lead conversion ??

in how many ways we will converts lead?

 

Satish_SFDCSatish_SFDC

Hi,

1. Leads can be uploaded anytime. There is a relationship between Accounts, contacts and Opportunities. So load Accounts first, then either contacts or Opportunities.

 

2. Once you create a lead record in salesforce and that particular lead is intrested in your product or service, you convert that lead into a contact. In the process, you create an account (which is ideally the organization the lead is working in), a contact (the lead itself), and an opportunity (which represents the deal). However, if an account already exists, you can attach the newly created contact to the existing account. Also if there is no need to create an Opportunity, you need not.

 

Further info on leads:

http://login.salesforce.com/help/doc/en/leads_notes.htm

 

Hope this helps.

 

Regards,

Satish Kumar


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Satish_SFDCSatish_SFDC

And regarding the different ways to convert a lead.

You can do that through the Userinterface

OR

use the Apex language to programatically convert a lead.

 

Link: http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_convertLead.htm

 

Regards,

Satish Kumar


Please mark my answer as a solution if it was helpful so it is available to others as a proper solution.
If you felt I went above and beyond, please give me Kudos by clicking on the star icon.