Converting leads

The Lead Convert component converts a lead into an account and contact, as well as an opportunity.

To convert a lead:

1. On the Leads tab, open the lead record.

2. At the top right part of the page, click Convert.

   

3. In the Convert Lead form, define the type of record you want to convert the current lead into.

   

4. In the Account section, select Create New and enter the account name if you want to convert your lead into an account, or select Choose Existing and pick the appropriate account for lead conversion.

5. In the Contact section, select Create New and enter the contact name if you want to convert your lead into a contact, or select Choose Existing and pick the appropriate contact for lead conversion.

6. In the Opportunity section, select Create New and enter the opportunity name if you want to convert your lead into an opportunity, or select Choose Existing and pick the appropriate opportunity for lead conversion. You can also choose the Don’t create an opportunity upon conversion option if you don't want to create an opportunity.

7. Verify the record owner and converted status in the corresponding fields.

8. Click Convert.

How to view duplicates on Lead Convert dialogue

The InCountry Data Residency package supports the duplicate detection mechanism allowing users to see potential duplicates during the lead conversion process.

Prerequisites

To view potential duplicates, you need to do the following:

1. In the App Launcher form, select InCountry.

2. Select Settings.

3. Expand the InCountry Flags section.

4. Enable the Show duplicates on Lead Convert popup flag.

After that, you need to create matching and duplicate rules. For the details on how to configure them, please check Salesforce documentation.

Checking the duplicates

Once you have configured the duplicate and matching rules in Salesforce, you can proceed with conversion of leads to other Salesforce objects. Upon identification of potential duplicates, the Convert Lead form will indicate such duplicated records.

To see duplicates in the Opportunity section, you must select the Account record, then the Lead Convert component makes a request to find all opportunities associated with the selected account:

If you ignore the block action in the duplication rule, then you will see the following error:

Considerations

• The duplicate record check is performed only when the Lead Convert form is displayed.

• The duplicate detection mechanism uses the full-text match to identify duplicates. It pulls values of fields used for duplicate matching, hashes them, and checks them against values of the Account, Contact, Opportunity, and Person objects stored in Salesforce database. Upon matching identical hashes, the mechanism pulls duplicated records from Salesforce and shows them to you.

• If the allow action is used in duplicate rules then you can convert leads without selecting anything, if the block action is used in duplicate rules then you must select one of the existing records.

• The duplicate detection mechanism can handle up to 50 potential duplicates per object.

• The search layouts of Salesforce objects are used to display fields of potential duplicates.

• Hash functions that are applied to similar fields (for example, First Name and Last Name) should be identical across all Salesforce objects against which duplicate rules are checked. If hash functions differ, the duplicate mechanism may not find the proper matches. Additionally, after the lead conversion you may receive an error without a capability to roll back your changes.

• When Salesforce Lead Fields Map is used for regulated fields, you must copy these rules to InCountry Lead Convert Mapping.