Convert Lead (Salesforce) activity

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

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

Create

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 process schema. This is mandatory only if the request passes data from the process schema to parameters in the Salesforce API.

To Open this Field:

1. 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

Example:

Refer to:

• (Example) Schema Mapper

Map Response to AgilePoint Schema

Function:

Specifies the connection from the Salesforce API response parameter to your process schema.

To Open this Field:

1. 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

Example:

Refer to:

• (Example) Schema Mapper

Store the Response in Custom Attribute

Function:

Specifies the variables that store the account ID, contact ID, and opportunity ID.

To Open this Field:

1. 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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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:

1. Click the Record Ownership tab.

Accepted Values:

• Access Token Credentials - The account specified in the access token.
• App Initiators - App Initiators is a permission group for users or groups who have access rights to start a process-based app or form-based app
• App Owners - App Owners configured in Manage Center or App Builder is a permission group for users or groups who have full access rights for a specific app in 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