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How to convert a lead in creat in apex?
As you wrote, you will have to play with Database.LeadConvert class and Database.convertLead method in your Apex before you convert the Lead. If you do not want Opportunity to be created then, you need to use setDoNotCreateOpportunity method, with true as parameter to be passed.
What’s the default record type for converting leads?
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. For more information about record types, see Salesforce Help.
Do you have to specify owner to convert lead?
Optionally, when converting leads owned by a queue, the owner must be specified. This is because accounts and contacts can’t be owned by a queue. Even if you are specifying an existing account or contact, you must still specify an owner. This example shows how to use the Database.convertLead method to convert a lead.
How to map custom lead fields in Salesforce?
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 are leads converted to accounts 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.
How to convert a database to a leadconvert?
The convertLead takes an instance of the Database.LeadConvert class as a parameter. Create an instance of this class and set the information required for conversion, such as setting the lead, and destination account and contact. The Database.convertLead () method can take one LeadConvert object or a list of LeadConvert objects.
How to convert a lead into an account in DML?
The convertLead DML operation converts a lead into an account and contact, as well as (optionally) an opportunity. convertLead is available only as a method on the Database class; it is not available as a DML statement. Converting leads involves the following basic steps:
How to convert a lead in Salesforce database?
This example shows how to use the Database.convertLead method to convert a lead. It inserts a new lead, creates a LeadConvert object, sets its status to converted, and then passes it to the Database.convertLead method. Finally, it verifies that the conversion was successful.