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- Properties specific to sfLeadConvert variables
- Functions that use the sfConvertLead type
sfLeadConvert (Variable type) In french: sfConversionPiste
The sfLeadConvert type is used to describe the conversion parameters of a lead. You can define and change the characteristics of this type of variable using different WLanguage properties. Note: For more details on the declaration of this type of variable and the use of WLanguage properties, see Declaring a variable. Properties 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 is set to an empty string, a new account will be created.
Important If the "IDAccount" property is set, the "IDContact" property must not be set. | | 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 is set to an empty string, a new contact will be created. | | LeadID | Character string | Identifier of the lead to convert. This property must 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 is set 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 must be specified.
Note The possible values can be programmed by executing the following query with function SFExecuteQuery: "SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted=true"). |
Remarks Functions that use the sfConvertLead type
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