Convert Salesforce Lead to Account, Contact, and Opportunity (optional)

Contributed by @aleung


This pattern performs a Salesforce Lead Conversion via SOAP (Partner WSDL).

Convert%20SF%20Lead

  1. Within the Pipeline Parameters, enter the Salesforce Lead ID you want to perform the Lead Conversion on.

  2. In the first Mapper Snap, enter your Salesforce username and password.

  3. Download your Salesforce partner WSDL

  4. Upload your Salesforce partner WSDL info the SOAP Execute Snap labeled SFDC Login.

Configuration Tips

Target: Salesforce convertLead
Snaps used: Mapper and SOAP Execute

Pipeline Download

Salesforce Lead Conversion.slp (13.2 KB)