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Oracle Web Services On Demand Guide > Web Services On Demand API Calls > Service API Calls > LeadConvertConverts leads to accounts, contacts, deal registrations, or opportunities. UsageYou use the LeadConvert method to convert leads. To download the Lead Conversion WSDL and to convert leads using Web service calls, the Convert Leads privilege must be enabled for your user role. You can create account, contact, deal registration, and opportunity records, or copy lead information to existing records by converting the lead record. Depending on your company's settings, the new opportunity record can include information that affects revenue calculations. The LeadConvert method provides the same functionality that is available in the Lead Convert page in the UI. For conversion, a contact record is required, either an existing contact record or a new record. Table 53 shows how the fields in the Lead Convert UI page map to fields used in LeadConvert Web service requests.
Usually you convert leads that have previously been qualified to opportunities. For information about qualifying leads using Web service calls, see Qualifying Leads. You can include up to 20 leads in the request for conversion. You can convert the same lead to an account or contact multiple times, but you can convert a lead to a deal registration or opportunity only once. If you have converted a lead to a deal registration or opportunity, you cannot later convert it to a different deal registration or opportunity. However, a lead that has been converted to a deal registration can also later be converted to a different account or contact. ArgumentsTable 54 describes the arguments taken by the LeadConvert method.
Return Value of the CallThe status keys of the converted lead and the account, contact, opportunity, and deal registration records are returned. Sample SOAP Request - LeadConvert The following SOAP request creates new account, contact, opportunity, and deal registration records for a lead. <?xml version="1.0" encoding="utf-8" standalone="no"?> <soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <wsse:Security xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd"> <wsse:Username>%%%USERNAME%%%</wsse:Username> <wsse:Password Type="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-username-token-profile-1.0#PasswordText">%%%PASSWORD%%%</wsse:Password> <LeadConvert_Input xmlns="urn:crmondemand/ws/leadconvert/"> <LeadFirstName>lead1</LeadFirstName> <LeadLastName>test</LeadLastName> <AccountName>My New Opty Account</AccountName> <Location>Will not show</Location> <ContactFirstName>Converted</ContactFirstName> <ContactLastName>Contact</ContactLastName></Contact> <OpportunityName>Converted</OpportunityName> <PotentialRevenue>2500</PotentialRevenue> <EstimatedCloseDate>2015-12-10T05:00:00Z</EstimatedCloseDate> <NextStep>Reconvert</NextStep> <Description>Converted Lead - Test</Description> <ExternalSystemId>LEAD-CONV-DATA</ExternalSystemId> <DealRegistrationName>DR Converted</DealRegistrationName> <PotentialRevenue>2500</PotentialRevenue> <EstimatedCloseDate>2015-12-10T05:00:00Z</EstimatedCloseDate> <NextStep>Reconvert</NextStep> <Description>Converted Lead - Test</Description> <ExternalSystemId>LEAD-CONV-DR</ExternalSystemId> <PartnerName>test</PartnerName> Sample SOAP ResponseThe following response contains the status keys of the newly-created records: <?xml version="1.0" encoding="utf-8"?> <SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <ns:LeadConvert_Output xmlns:ns="urn:crmondemand/ws/leadconvert/"> <ListOfLead xmlns="urn:/crmondemand/xml/leadconvert/Data"> <ExternalSystemId></ExternalSystemId> <CreatedById>1-CZ10</CreatedById> <CreatedDate>2015-12-08T07:52:59Z</CreatedDate> <CreatedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</CreatedBy <ModifiedDate>2015-12-08T07:52:59Z</ModifiedDate> <ModifiedById>1-CZ10</ModifiedById> <ModifiedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</ModifiedBy> <ExternalSystemId></ExternalSystemId> <CreatedById>1-CZ10</CreatedById> <CreatedDate>2015-12-08T07:52:59Z</CreatedDate> <CreatedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</CreatedBy <ModifiedDate>2015-12-08T07:52:59Z</ModifiedDate> <ModifiedById>1-CZ10</ModifiedById> <ModifiedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</ModifiedBy> <ExternalSystemId></ExternalSystemId> <CreatedById>1-CZ10</CreatedById> <CreatedDate>2015-12-08T07:52:59Z</CreatedDate> <CreatedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</CreatedBy <ModifiedDate>2015-12-08T07:52:59Z</ModifiedDate> <ModifiedById>1-CZ10</ModifiedById> <ModifiedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</ModifiedBy> <ExternalSystemId></ExternalSystemId> <CreatedById>1-CZ10</CreatedById> <CreatedDate>2015-12-08T07:52:59Z</CreatedDate> <CreatedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</CreatedBy <ModifiedDate>2015-12-08T07:52:59Z</ModifiedDate> <ModifiedById>1-CZ10</ModifiedById> <ModifiedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</ModifiedBy> <ExternalSystemId></ExternalSystemId> <CreatedById>1-CZ10</CreatedById> <CreatedDate>2015-12-08T07:52:59Z</CreatedDate> <CreatedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</CreatedBy <ModifiedDate>2015-12-08T07:52:59Z</ModifiedDate> <ModifiedById>1-CZ10</ModifiedById> <ModifiedBy>%%%USERNAME%%%, 2015-12-08T07:52:59Z</ModifiedBy> |
Oracle Web Services On Demand Guide, Version 20.0 (Oracle CRM On Demand Release 32) | Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |