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Paul SrchPaul Srch 

automatically convert leads to opportunities

I own a small web design firm, and one of the pages on my site is a "launch your project" page. The idea is that the potential customer completes a form with information both about themselves and their company (the lead part) and about the project they want us to quote (the opportunity). I'm using web-to-lead to gather the information.

Is there a way to convert the lead into an opportunity automatically, and populate the oportunity fields with the information the potential customer entered into the form?
Nebojsa (Nash) ZgonjaninNebojsa (Nash) Zgonjanin
This is standard functionality. You need to adjust field mapping to properly transform custom fields to opportunity.

How are lead fields mapped to other fields during conversion?

When you convert a lead, data in standard lead fields is transferred into standard account, contact, and opportunity fields. For custom lead fields, the data is mapped to custom account, contact, and opportunity fields as specified by your administrator.

Any standard lead picklist fields that are blank automatically inherit the default picklist value for accounts, contacts, and opportunities. If your organization uses record types, all records created during lead conversion adopt the default record type for the owner of the newly-created account, contact, and opportunity.

Lead Conversion Mapping

Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions

When you convert a lead, the standard lead fields are automatically converted to the account, contact, and opportunity fields listed below. Custom lead fields are converted to custom account, contact, and opportunity fields as specified by your administrator (see Mapping Custom Lead Fields).

Lead Field Maps to
Address Account: Billing Address

Contact: Mailing Address

Annual Revenue Account: Annual Revenue
Campaign Opportunity: Primary Campaign Source

If the lead has multiple associated campaigns, the most recently associated campaign is inserted into the opportunity regardless of whether the user has sharing access to it.

Company Account: Account Name

Contact: Account

Opportunity: Account Name

Opportunity: Opportunity Name

Company Name (Local) Account: Account Name (Local)
Description Contact: Description
Do Not Call Contact: Do Not Call

This field is not updated for leads converted to existing contacts.

Email Contact: Email
Email Opt Out Contact: Email Opt Out

This field is not updated for leads converted to existing contacts.

Fax Account: Fax

Contact: Fax

Fax Opt Out Contact: Fax Opt Out
First Name Contact: First Name
First Name (Local) Contact: First Name (Local)
Industry Account: Industry
Last Name Contact: Last Name
Last Name (Local) Contact: Last Name (Local)
Lead Owner Account: Owner

Contact: Owner

Opportunity: Owner

Lead Source Contact: Lead Source

Opportunity: Lead Source

Mobile Contact: Mobile
No. of Employees Account: Employees
Partner Account Opportunity: Partner Account

This field is not updated for leads converted to existing opportunities.

Phone Account: Phone

Contact: Phone

Rating Account: Rating
Title Contact: Title
Website Account: Website
Note
If you are not using custom fiscal years, the Close Date of the newly created opportunity is automatically set to the last day of the current fiscal quarter.

If you are using custom fiscal years, the Close Date is the last day of the current fiscal period. If you are using custom fiscal years and a fiscal year has not been defined for the current date, the Close Date is the end of the current calendar quarter.


Nebojsa (Nash) ZgonjaninNebojsa (Nash) Zgonjanin
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Converting Leads

Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To convert leads: “Create” and “Edit” on leads, accounts, contacts, and opportunities

AND

“Convert Leads”

AND

“Read” on any related campaigns

When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved to the new contact and the lead becomes read only. If an existing account and contact have the same names as those specified on the lead, you can choose to update the existing account and contact. Information from the lead is inserted only into blank fields; Salesforce does not overwrite existing account and contact data.

All open and closed activities from the lead are attached to the account, contact, and opportunity. You can assign the owner of the records, and schedule a follow-up task. When you assign a new owner, only the open activities are assigned to the new owner. If you have custom lead fields, that information can be inserted into custom account, contact, or opportunity fields. Converted leads can't be viewed, although they appear in lead reports. Salesforce updates the Last Modified Date and Last Modified By system fields on converted leads when picklist values included on converted leads are changed.

To convert a lead:
  1. From the lead detail page, click Convert.
  2. Optionally, change the owner of the new records. This reassigns all notes, attachments, and open activities to the new owner but does not change closed activities. Select the Send Email to the Owner checkbox to send an automated email to the new owner.
    Note
    If you have a trigger set to fire when new records are created, the trigger temporarily assigns a system user as the owner of the created records. After the trigger finishes, the owner is set to the lead owner.
  3. In the Account Name field, select a new account or search for an existing account. Click View to open a printable view of the existing account. Information from the lead is inserted only into blank fields; it will not overwrite existing account data.
  4. If you are updating an existing person account, select the checkbox if you want to overwrite the Lead Source field in the person account with the value from the lead.
  5. In the Opportunity Name field, enter a name for the new opportunity, or select the Do not create a new opportunity upon conversion checkbox if you do not want to create an opportunity.
  6. In the Converted Status picklist, select a status for the converted lead. Choices include statuses marked as “converted” by your administrator.
  7. Optionally, fill in the following fields to schedule a follow-up task that is automatically assigned to the record owner:
    • SubjectSubject or short description of the task, for example, “Email quote to customer.” You can enter a subject, or select from a picklist of previously defined subjects.
    • Due Date (optional)—Date when the task should be completed. You can enter a date, or choose a date from the calendar that displays when you put your cursor in the field.
    • Comments (optional)—Text note describing the task. This field can hold up to 32KB of data.
    • StatusCurrent status of task, for example, Not Started or Completed. (Picklist selections can be customized by your administrator.)
    • PriorityUrgency of the task, for example, Low, Medium, or High. (Picklist selections can be customized by your administrator.)
    • Send Notification Email (optional)—Select this checkbox to send a notification about this task to the assignee.
    • Reminder (optional)—Select this checkbox to schedule a reminder for this task.
  8. Click Convert.
  9. If a duplicate contact exists, choose whether to create a new contact or update the existing contact. Information from the lead is inserted only into blank fields; it will not overwrite existing contact data.
  10. When updating an existing contact, check the box if you want to overwrite the Lead Source field in the contact with the value from the lead.
  11. Click Convert to finish.

All notes and attachments from the lead are converted and attached to the new account and contact. All open activities and activity history from the lead are converted and attached to the new account, contact, and opportunity. The converted lead record can no longer be viewed, although it does contribute data to reports.

Tip
Alternatively, you can also convert a lead by clicking Find Duplicates from the leads home page. See Merging Duplicate Leads for more information about converting a lead using the merge utility.

Notes on Converting Leads

  • Conversion impact on workflow:
    • You cannot convert a lead that is associated with an active approval process or has pending workflow actions. For more information, see Managing Approval Processes and Managing Workflow Rules.
    • Converting a lead to a person account cannot trigger workflow rules.
    • If validation and triggers for lead convert are enabled in your organization, then converting a lead can trigger a workflow action on a lead. For example, if there is an active workflow rule that updates a lead field or transfers the owner of a lead, that rule can trigger when the lead is converted, even if the lead is no longer visible on the Leads tab as a result of the conversion. Note that if a workflow rule creates a new task as a result of a lead conversion, the task is assigned to the newly created contact and related to the associated account or opportunity. For more information, see Customizing Lead Settings.
    • When a lead is converted by someone who isn't the lead owner, all workflow tasks associated with the lead that are assigned to that user, except email alerts, are reassigned to the lead owner. Workflow tasks assigned to users other than the lead owner and lead converter aren't changed.
  • Conversion impact on campaigns:
    • If the lead matches an existing contact and both records are linked to the same campaign, the campaign member status is determined by whichever is further along in the lifecycle of the campaign. For example, if the lead member status is “sent” and the contact member status is “responded,” the responded value is applied to the contact.
    • Related campaign information is always associated with the new contact record regardless of the user's sharing access to the campaign.
    • When more than one campaign is associated with a lead, the most recently associated campaign is applied to the Primary Campaign Source field on the opportunity regardless of the user's sharing access to the campaign.
  • Conversion impact on standard and custom lead fields:
    • The system automatically maps standard lead fields to standard account, contact, and opportunity fields (see Lead Conversion Mapping).
    • For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields (see Mapping Custom Lead Fields).
    • The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
  • When a lead is converted, Chatter feed posts associated with the lead aren’t migrated. The lead posts are no longer available in the Chatter feed.
  • During lead convert, Apex triggers are fired and universally required custom fields and validation rules are enforced only if validation and triggers for lead convert are enabled in your organization.
  • Salesforce ignores lookup filters when converting leads if the Enforce Validation and Triggers from Lead Convert checkbox on the Lead Settings page is deselected.
  • If the lead has a record type, the default record type of the user converting the lead is assigned to records created during lead conversion.
  • The default record type of the user converting the lead determines the lead source values available during conversion. If the desired lead source values are not available, add the values to the default record type of the user converting the lead.
  • Your organization can set its own guidelines for determining when a lead is qualified, but typically, you will want to convert a lead as soon as it becomes a real opportunity that you want to forecast.
  • If you are using local lead names, the Company Name (Local) on the lead will automatically map to the Account Name (Local) along with their associated standard name fields.
  • If your organization uses divisions, the new account, contact, and opportunity are assigned to the same division as the lead. If you update an existing account during lead conversion, the account’s division is not changed, and the new contact and opportunity inherit the account’s division.
  • If your organization uses territory management, the new account is evaluated by account assignment rules and may be assigned to one or more territories. If the rules assign the account to exactly one territory, then the opportunity will also be assigned to that territory. If the rules assign the account to multiple territories, then the opportunity is not assigned to any territory.
  • If your organization uses person accounts, you can convert leads to either person accounts or business accounts. Leads with a blank Company field are converted to person accounts. The default person account record type for your profile is applied to the new person account. Note that you can only create leads with a blank Company field using the Force.com API. Leads with a value in the Company field are converted to business accounts. The default business account record type for your profile is applied to the new business account.

    As a best practice, we recommend that you use different lead record types and page layouts to differentiate leads that will be converted to person accounts from those that will be converted to business accounts. In particular, remove the Company field from the page layouts of leads that will be converted to person accounts, and make the Company field required on the page layouts of leads that will be converted to business accounts.

  • If your organization uses Salesforce to Salesforce: When you convert a lead, Salesforce to Salesforce inactivates the shared record and updates the External Sharing related list in your connection's lead record with an Inactive (converted) status. Due to inactivation of the shared record, changes to the Lead Status during conversion aren't reflected in your connection's lead record.
  • When you convert a lead into a existing account, you don’t automatically follow that account. However, when you convert the lead into a new account, you automatically follow the new account, unless you disabled feed tracking for accounts in your Chatter settings.

Tricia StrongTricia Strong
Although you can use the lead mapping functionality to port the data from the Lead to Opportunity, you still have to convert the Lead to an Opportunity (and Account and Contact).  There isn't a mass convert leads or auto convert lead feature that I'm aware of.  That would be a great idea!
Michael McMahonMichael McMahon
I think this developerforce Cookbook recipe does what the OP was asking for:  
You want to create a three-step opportunity wizard that allows users to create an opportunity at the same time as a related contact, account, and contact role:
  • The first step captures information related to the account and contact
  • The second step captures information related to the opportunity
  • The final step shows which records will be created and allows the user to save or cancel
Kathy WilliamsKathy Williams
Yes, of course, 
For this choosing appropriate tool is necessary which can easily convert leads into opportunity. so as per my experience I will prefer LeadX 360 which has very attractive API with easy integration with any CRM. through this, you can easily generate new leads which will be definitely profitable for your business.