Convert Lead (Salesforce) activity

An activity that changes a lead to an account, contact, or opportunity.

Configure the Convert Lead activity

To configure the Convert Lead activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Salesforce

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
Do one of these:
- Add an activity:
  1. In the Process Builder, in the Activity Library, open the Salesforce tab.
  2. On the Salesforce tab, drag the Convert Lead (Salesforce) activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Convert Lead activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No
Connection Timeout (Seconds)	Function: Specifies the number of seconds permitted to complete an action before the connection stops. Accepted Values: An integer, representing a number of seconds. Default Value: 600 Accepts Process Data Variables: No

Convert Lead Entity Configuration

Configures how to change a lead to an account, contact, or opportunity.

Fields

Field Name	Definition
Salesforce	Function: Specifies the access token that connects to your Salesforce application. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Add Token	Opens this Screen: Access Token for Salesforce Function of this Screen: Configure an access token to connect to Salesforce. Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Entity Name	Function: Specifies the name for your entity. Accepted Values: Read only. Default Value: Lead Accepts Process Data Variables: No
Create Opportunity	Function: Specifies to create an opportunity for your lead. Accepted Values: Selected - Creates an opportunity for your lead. Deselected - Does not create an opportunity for your lead. Default Value: Deselected Accepts Process Data Variables: No
Request Mapping	Function: Connects the Salesforce API request parameter to your schema. This is mandatory only if the request passes data from the process schema to parameters in the Salesforce API. To Open this Field: On the Convert Lead Entity Configuration screen, click the Request tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the request to the data model for your process. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Map Response to AgilePoint Schema	Function: Specifies the connection from the Salesforce API response parameter to your schema. To Open this Field: On the Convert Lead Entity Configuration window, click the Response tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the response to the data model for your process. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Store the Response in Custom Attribute	Function: Specifies the variable that contains the account ID, contact ID, and opportunity ID. To Open this Field: On the Convert Lead Entity Configuration screen, click the Response tab. Accepted Values: A process data variable that accepts an alphanumeric string with no spaces. The data returns in this format: [account ID];[contact ID];[opportunity ID] Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Record Ownership	Function: Specifies the owner of the entity. To Open this Field: Click the Record Ownership tab. Accepted Values: Service Account used in Access Token - The account specified in the access token. Process Initiator - A process initiator is a participant who can start a process instance. Process Owner - A process owner is a user or group who can change a process in the App Builder. Salesforce User Name - Specifies credentials for a user. Default Value: Service Account used in Access Token Example: Refer to: The videos on this page