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

aleung
Contributor III

‎07-13-2018 03:01 PM

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.
    SFDC_1

  2. In the first Mapper Snap, enter your Salesforce username and password.
    SFDC_2

  3. Download your Salesforce partner WSDL

  4. Upload your Salesforce partner WSDL info the SOAP Execute Snap labeled SFDC Login.
    SFDC_3

Configuration Tips

Target: Salesforce convertLead
Snaps used: Mapper and SOAP Execute

Pipeline Download

Salesforce Lead Conversion.slp (13.2 KB)

Salesforce Lead Conversion.slp
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