Excel Add-In for Certinia

Build 25.0.9434

ConvertLead

Converts a Lead record into an Account, Contact, and optionally an Opportunity.

Note:このプロシージャは、インデックス付きパラメータを使用します。 インデックス付きパラメータは、プロシージャの入力として単一のパラメータを複数のインスタンスに提供することを容易にします。

Param# という名前の入力パラメータがあるとします。このようなインデックス付きパラメータの複数のインスタンスを入力するには、次のように実行します。

EXEC ProcedureName Param#1 = "value1", Param#2 = "value2", Param#3 = "value3"

以下の表では、インデックス付きの入力パラメータは、名前の末尾に '#' 文字が付きます。

Input

Name Type Description
AccountId# String ID of the existing Account to associate with the converted lead. Required only when merging into an existing account. If omitted, a new Account is created automatically, assuming the user has sufficient access.
ContactId# String ID of the existing Contact to associate with the converted lead. Must be linked to the specified AccountId. Leave blank when converting to a person account. If omitted, a new Contact is created.
ConvertedStatus# String Required status to assign to the Lead upon conversion. Must be a valid LeadStatus value where IsConverted is 'true'. Retrieve available values via: SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted=true.
DoNotCreateOpportunity# String Set to 'true' to skip opportunity creation during lead conversion. Defaults to 'false', meaning an opportunity is created unless explicitly disabled.
LeadId# String ID of the Lead record to convert. This is a required field.
OpportunityName# String Name to assign to the opportunity created during conversion. If omitted, defaults to the Lead's company name. Must be blank if DoNotCreateOpportunity is 'true'.
OverwriteLeadSource# String Set to 'true' to overwrite the LeadSource field on the resulting Contact with the Lead's LeadSource value. Requires that ContactId is provided.
OwnerId# String ID of the user who will own the new Account, Contact, and Opportunity records. Defaults to the Lead owner if not specified. Does not affect existing records.
SendNotificationEmail# String Set to 'true' to send a notification email to the new owner defined by OwnerId. Defaults to 'false'.

The default value is FALSE.

Result Set Columns

Name Type Description
AccountId String ID of the Account record associated with the converted lead, whether newly created or existing.
ContactId String ID of the Contact record associated with the converted lead, whether newly created or existing.
LeadId String ID of the original Lead record that was converted.
OpportunityId String ID of the newly created Opportunity, if one was created during conversion.
Success String Indicates whether the lead conversion succeeded (true) or failed (false).
Errors String List of error messages returned by Salesforce if the conversion failed, including error codes and descriptions.

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Build 25.0.9434