Auto Convert Leads using Process Builder or Flow
Convert Leads into Accounts, Contacts, and (optional) Opportunities on-demand according to your criteria.
This solution includes one apex class and its unit test.
/**
* Allows auto-conversion of Leads based on criteria.
* For example, this class can be invoked by Flow, Process Builder, or even Apex Trigger.
*
* https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_dml_convertLead.htm
* https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_annotation_InvocableVariable.htm
*
* Developed by Doug Ayers, douglascayers.com
* Updated by M Hamza Siddiqui, mhamzas.com
*/
public with sharing class ConvertLeadsInvocable {
/**
* Represents the required and optional configuration parameters to a single lead convert request.
* https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_dml_convertLead.htm
*/
public class LeadConvertRequest {
@InvocableVariable(
label = 'Lead ID'
description = 'ID of the Lead to convert'
required = true
)
public ID leadId;
@InvocableVariable(
label = 'Converted Status'
description = 'Lead Status picklist value that indicates this Lead is converted'
required = true
)
public String convertedStatus;
@InvocableVariable(
label = 'Account ID'
description = 'The specific Account to convert Lead into. If blank then creates new Account.'
)
public ID accountId;
@InvocableVariable(
label = 'Contact ID'
description = 'The specific Contact to convert Lead into. If blank then creates new Contact.'
)
public ID contactId;
@InvocableVariable(
label = 'Overwrite Lead Source?'
description = 'Overwrite the LeadSource field on the target Contact with the LeadSource field from the Lead? Default is false. If true then must also specify "Contact ID".'
)
public Boolean overwriteLeadSource = false;
@InvocableVariable(
label = 'Create Opportunity?'
description = 'Create an Opportunity? Default is true.'
)
public Boolean createOpportunity = true;
@InvocableVariable(
label = 'Opportunity Name'
description = 'If "Create Opportunity" is true then this is the name of the new opportunity. If blank then defaults to Company field from the Lead.'
)
public String opportunityName;
@InvocableVariable(
label = 'Associate with Exisiting Account?'
description = 'Search for Company name in Account and associate contact with Exisiting Account? Default is true.'
)
public Boolean existingacc = true;
@InvocableVariable(
label = 'Associate with Exisiting Contact?'
description = 'Search for Email in Contact and associate contact with Exisiting Account? Default is true.'
)
public Boolean existingcon = true;
@InvocableVariable(
label = 'Owner ID'
description = 'Specific user to own the new Account, Contact, and Opportunity records created. Default is the Lead owner.'
)
public ID ownerId;
@InvocableVariable(
label = 'Send Email to Owner?'
description = 'Send an email notification to owner specified in "Owner ID"? Default is false.'
)
public Boolean sendEmailToOwner = false;
}
/**
* Represents the successful results of a single lead convert.
* https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_class_database_leadconvertresult.htm
*/
public class LeadConvertResult {
@InvocableVariable( label = 'Lead ID' )
public ID leadId;
@InvocableVariable( label = 'Account ID' )
public ID accountId;
@InvocableVariable( label = 'Contact ID' )
public ID contactId;
@InvocableVariable( label = 'Opportunity ID' )
public ID opportunityId;
}
// --------------------------------------------------------------------------------
@InvocableMethod(
label = 'Convert Leads'
)
public static List<LeadConvertResult> convertLeads( List<LeadConvertRequest> requests ) {
// Bulkifying - Upsert Account/Contact (to remove duplication) // By @mhamzas
Map<Id, Lead> MapofLeads = new Map<Id,Lead>();
Map<String, Id> MapofCompany_LeadId = new Map<String,Id>();
Map<String, Id> MapofEmail_LeadId = new Map<String,Id>();
Map<Id, Id> MapofLead_acc = new Map<Id,Id>();
Map<Id, Id> MapofLead_con = new Map<Id,Id>();
List<String> CompanyNames = new List<String>();
List<String> LeadEmails = new List<String>();
List<Id> LeadIds = new List<Id>();
for (LeadConvertRequest request : requests ) {
LeadIds.add(request.leadId);
}
if(leadIds.size() > 0 & leadIds !=null){
for(Lead l : [select id, Name, Email, Company from Lead where Id IN : LeadIds]){
MapofLeads.put(l.id,l);
MapofCompany_LeadId.put(l.Company,l.id);
MapofEmail_LeadId.put(l.email,l.id);
CompanyNames.add(l.company);
LeadEmails.add(l.email);
}
}
if(CompanyNames != null && CompanyNames.size() > 0){
for(Account acc : [select id, Name from Account where Name IN : CompanyNames]){
if(MapofCompany_LeadId.containsKey(acc.Name)){
MapofLead_acc.put(MapofCompany_LeadId.get(acc.Name),acc.id);
}
}
}
if(LeadEmails != null && LeadEmails.size() > 0){
for(Contact con : [select id, Email from Contact where Email IN : LeadEmails]){
if(MapofEmail_LeadId.containsKey(con.email)){
MapofLead_con.put(MapofEmail_LeadId.get(con.email),con.id);
}
}
}
// transform the invocable request to database convert request
List<Database.LeadConvert> convertRequests = new List<Database.LeadConvert>();
for ( LeadConvertRequest request : requests ) {
// If Map Contains AccountId for Lead
if(request.accountId == null && MapofLead_acc.containskey(request.leadId) && request.existingacc == TRUE){
request.accountId = MapofLead_acc.get(request.leadId);
}
// If Map Contains ContactId for Lead
if(request.contactId == null && MapofLead_con.containskey(request.leadId) && request.existingcon == TRUE){
request.contactId = MapofLead_con.get(request.leadId);
}
convertRequests.add( transform( request ) );
}
// convert leads, all or none
// if any has error then exception is thrown automatically and changes rolled back
List<Database.LeadConvertResult> convertResults = Database.convertLead( convertRequests, true );
// transform the database convert results to invocable result
List<LeadConvertResult> results = new List<LeadConvertResult>();
for ( Database.LeadConvertResult convertResult : convertResults ) {
results.add( transform( convertResult ) );
}
return results;
}
// --------------------------------------------------------------------------------
private static Database.LeadConvert transform( LeadConvertRequest request ) {
Database.LeadConvert convertRequest = new Database.LeadConvert();
convertRequest.setLeadId( request.leadId );
convertRequest.setConvertedStatus( request.convertedStatus );
if ( request.accountId != null ) {
convertRequest.setAccountId( request.accountId );
}
if ( request.contactId != null ) {
convertRequest.setContactId( request.contactId );
}
if ( request.overwriteLeadSource != null && request.overwriteLeadSource ) {
convertRequest.setOverwriteLeadSource( request.overwriteLeadSource );
}
if ( request.createOpportunity != null && !request.createOpportunity ) {
convertRequest.setDoNotCreateOpportunity( !request.createOpportunity );
}
if ( request.opportunityName != null ) {
convertRequest.setOpportunityName( request.opportunityName );
}
if ( request.ownerId != null ) {
convertRequest.setOwnerId( request.ownerId );
}
if ( request.sendEmailToOwner != null && request.sendEmailToOwner ) {
convertRequest.setSendNotificationEmail( request.sendEmailToOwner );
}
return convertRequest;
}
private static LeadConvertResult transform( Database.LeadConvertResult convertResult ) {
LeadConvertResult result = new LeadConvertResult();
result.leadId = convertResult.getLeadId();
result.accountId = convertResult.getAccountId();
result.contactId = convertResult.getContactId();
result.opportunityId = convertResult.getOpportunityId();
return result;
}
public class ConvertLeadException extends Exception {}
}Get the complete class and test class from github repository : https://github.com/mhamzas/sfdc-auto-convert-leads-process
See below instructions for setting this up with Process Builder or Flow to automate your lead conversion needs: