Convert Leads Using Skuid

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  • Idea
  • Updated 5 years ago
Skuid currently does not provide an API method for converting Leads into Accounts/Contacts/Opportunities, so it would take extensive custom coding for a user to override the standard "Convert Lead" page with a corresponding Skuid page. However, if it were possible to use a Skuid page to achieve this, it could be incredible powerful. Consider some ways this could be used:

  • Mass Convert: the convertLead capability could be exposed as a Mass Action, so that multiple Leads could be selected and "Mass-Converted", with only one Account being created, but multiple Contacts being created, and one or multiple Opportunities being created.
  • Leverage Skuid's lookup filters / autocomplete / picklist rendering options to improve the experience of searching for existing Accounts / Contacts to associate with.
  • Allow for creation of Opportunity Products right from the Convert screen.
  • Define a custom "Create Task" process.
  • Allow for explicit selection of Account/Contact/Opportunity Record Types that you'd like to use during the Conversion, rather than having to create Workflow Rules.
  • Have completely different ConvertLead screens based on User Profile / Lead record type


via zachelrath on github.com/skuidify
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Anna Wiersema

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Posted 6 years ago

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William Sporrong

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HI, I found this suggestions when trying to find my own post. I recently created a custom skuid convert lead popup from the leads page. The standard SalesForce api actually provides a one line method to convert the lead. In the code below I added a 'New opportunity' model to the lead page that contains the properties for the new opportunity created during the lead convert process.

<code>

var params = arguments[0];
var lead = skuid.model.getModel('Lead');
var leadId = lead.getFieldValue(lead.getFirstRow(), 'Id');

var leadConvert = new sforce.LeadConvert();
leadConvert.leadId = leadId;
leadConvert.convertedStatus = 'Qualified'; // XXX

var result = sforce.connection.convertLead([leadConvert]);
var opportunityId = result[0].opportunityId;
var accountId = result[0].accountId;

var newOpportunity = skuid.model.getModel('New Opportunity').getFirstRow();
var o = new sforce.SObject('Opportunity');
o.Id = opportunityId;
o.Name = newOpportunity.Name;
o.Description = newOpportunity.Description;
o.StageName = newOpportunity.StageName;
o.CloseDate = newOpportunity.CloseDate;

sforce.connection.update([o]);
top.location = '/' + accountId;