how to convert lead in apex salesforce

In Salesforce, we can convert the Lead to Account, Contact and/or Opportunity with the “Convert” button from the front end. However, this can also be done by using the Database.LeadConvertResult Database method in Apex Class. Here’s a sample lead conversion trigger scenario:

Full Answer

Can we create leads with Apex code in Salesforce?

In Salesforce, Lead is a very important record. We create leads for the sole purpose of keeping a track of people who are interested in our products. And why not these people are our potential customers. These leads are converted to account and contacts with the click of a button. However many think if we can do it with APEX code?

Can we convert leads from apex to account and contacts?

These leads are converted to account and contacts with the click of a button. However many think if we can do it with APEX code? Yes, we can with only a simple function. This is what I’ll explain, how to convert leads from APEX.

How does leadconvert work in Salesforce?

It inserts a new lead, creates a LeadConvert object, sets its status to converted, then passes it to the Database.convertLead method. Finally, it verifies that the conversion was successful.

How do I map lead fields in Salesforce?

Field mappings: The system automatically maps standard lead fields to standard account, contact, and opportunity fields. For custom lead fields, your Salesforce administrator can specify how they map to custom account, contact, and opportunity fields. For more information about field mappings, see Salesforce Help.

How do I enable Apex lead conversion in Salesforce?

Enter Lead Settings in the 'Quick Find' search box. Click Lead Settings. On the Lead settings page, click the Edit button and select the checkbox for Require Validation for Converted Leads. Click Save.

Can you convert a lead Salesforce?

Once you have converted a Lead to a Contact / Account you are unable to undo or convert it back to a Lead. If you wish to make this record a Lead again you will have to delete the Contact / Account Record and enter the Lead in again as a new Record after the converted Contact has been deleted.

How do I convert a lead to an existing account in Salesforce?

Classic Instructions:Click the Lead tab.Open the Lead record which needs to be converted and click Convert.In the Account Name field, select Attach to Existing Account (for example: Big cars Account)Complete the other details on the page as per the requirement and click Convert.More items...

How do I change a lead conversion in Salesforce?

A guide for configuring the Lead conversion process to specify default Opportunity field values....Click on gear icon | Setup.Go to Object Manager | Opportunity | Fields & Relationships.Click on Stage field.Click on Reorder button.Move the desired default value on top of the list.

How do you convert lead?

Lead Conversion StrategiesUse landing pages.Build content marketing.Go social.Apply email marketing.Try push notifications.Proceed to call.Consider chatbots.Retarget through PPC.

How do you convert lead to opportunity?

To convert a lead to opportunity in salesforce go to Lead Tab.Now select the lead that to be converted to opportunity.Click convert .Enter the name for the opportunity, Enter subject name, priority and select status.Select Convert.After select convert button now we are taken to Account page as shown above.

Can you convert leads to contacts?

You can convert your lead records to the contact records associated with the matched account. You can do this manually or let Demandbase do it automatically. This process matches all past and future leads to their respective accounts where the data exists.

Can I convert existing accounts or contacts into leads?

No. As an alternative, create an opportunity for the account or contact. If you prefer to use a lead, create a report containing the accounts or contacts you want to convert into leads, export them, and then import them as leads.

What happens to converted leads in Salesforce?

When you convert a lead, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead you're converting. If the lead was also a campaign member, Salesforce associates the campaign member record with the new contact. The converted lead becomes a read-only record.

Where are lead conversion settings in Salesforce?

In Salesforce ClassicGo to Setup | Customize | Leads | Fields | Lead Status.Click Edit next to a value.Select the Converted checkbox if you would like it to be an available value during Lead conversion (Note: you can have more than one converted status value).Click Save.

What is lead conversion process in the Salesforce?

Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect.

Which permission is required to convert a lead?

To convert a lead, you need to have permission. The users who have privilege for bulk action, can use “Convert” option found in “Show All” page of Leads App.

Convert Leads from APEX

In Salesforce, Lead is a very important record. We create leads for the sole purpose of keeping a track of people who are interested in our products. And why not these people are our potential customers. These leads are converted to account and contacts with the click of a button.

APEX code

For the purpose of this code, we will use the Database class. Create a new class in your developer console with this name ‘leadcon’, and paste the following code into it.

Output

In order to test the output of my code, I have created a lead with the company name Webkul, as shown in the screenshot below.

Support

That’s all about how to convert leads from APEX, for any further queries feel free to contact us at:

getOwnerID ()

Gets the ID of the person to own any newly created account, contact, and opportunity.

getRelatedPersonAccountRecord ()

Gets the entity record of the new person account into which the lead will be converted.

isDoNotCreateOpportunity ()

Indicates whether an Opportunity is created during lead conversion ( false, the default) or not ( true ).

isOverWriteLeadSource ()

Indicates whether the LeadSource field on the target Contact object is overwritten with the contents of the LeadSource field in the source Lead object ( true ), or not ( false, the default).

isSendNotificationEmail ()

Indicates whether a notification email is sent to the owner specified by setOwnerId ( true) or not ( false, the default).

setAccountId (accountId)

Sets the ID of the account into which the lead is merged. This value is required only when updating an existing account, including person accounts.

setContactId (contactId)

Sets the ID of the contact into which the lead will be merged (this contact must be associated with the account specified with setAccountId, and setAccountId must be specified). This value is required only when updating an existing contact.

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