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Sudeep SinghSudeep Singh 

Lead Conversion Lead to contract

Hi,

I had written a class which will convert lead to Contract in between it will create Account and Address.
I dont want to create Contact but it is getting created.
I filled data with lead first and Last name. 
Company field in lead is mandatory which is not in use for my requirement.

Here is the code I tried : 

public class AutoConvertLead {
@InvocableMethod
public static void assignLeads(List<Id> LeadIds) { 
    try{ 
        Map<String,Date> NameDOBMap = new Map<String,Date>();
        List<String> leadNames = new List<String>();
        List<Date> leadDOBs = new List<Date>();
        List<Database.LeadConvert> massLeadConvert = new List<Database.LeadConvert>();
        List<Account> accountsToUpdate = new List<Account>();
        List<Account> accountsToInsert = new List<Account>();
        List<Contract> contractsToInsert = new List<Contract>();
        List<Address__c> addressesToInsert = new List<Address__c>();
        //List<MemberPlan> memberplanToInsert = new List<MemberPlan>();
        Map<String,Account> nameDOBToAccountMap = new Map<String,Account>();
        Map<String,Account> newCreatedAccounts = new Map<String,Account>();
        Map<ID,Id> leadProductMap = new Map<Id,Id>();
        Map<ID,Id> leadHealthcareFacilityMap = new Map<ID, Id>();
        
        //Id personAccountRecordTypeId = Schema.SObjectType.Account.getRecordTypeInfosByName().get('Person Account').getRecordTypeId();
        LeadStatus cLeadStatus = [SELECT Id,MasterLabel FROM LeadStatus WHERE isConverted = true LIMIT 1];  
        
       // List<Lead> leads = [SELECT Id,Name,LastName,FirstName,Email,Birthdate__c,Service__c,Ethnicity__c, Race__c,Gender__c FROM Lead WHERE Id IN :LeadIds];
       Map<Id,Lead> leadmap= new Map<Id,Lead>([SELECT Id,Name,LastName,FirstName,Email,Signature__c,Signature_Date_Time__c,Birthdate__c,Service__c,Ethnicity__c,MobilePhone,Phone,Race__c,Gender__c,City,Country,State,Street,PostalCode,Address_Type__c,Group_ID__c,Insurance_Provider__c,Is_Policy_Holder__c,Policy_Holder_First_Name__c,Policy_Holder_Last_Name__c,Policy_ID__c,Insurance__c FROM Lead WHERE Id IN :LeadIds]);
       // for(Lead lead: leads) {
        for(Lead lead: leadmap.values()) {
            leadNames.add(String.valueOf(lead.Name));
            leadDOBs.add(lead.Birthdate__c);
            NameDOBMap.put(lead.Name, lead.Birthdate__c);
            leadProductMap.put(lead.Id,lead.Service__c);
            //leadHealthcareFacilityMap.put(lead.Id,lead.Depot_Name__c);
        }
        
        Map<Id, Account> existingAccounts = new Map<Id, Account>([SELECT Id, Birthdate__c, Name, Gender__c FROM Account WHERE Name IN :NameDOBMap.KeySet() AND Birthdate__c IN :NameDOBMap.values()]);
        
        for(account acc: existingAccounts.values()){
            
        }
        System.debug('Check 1'+existingAccounts);
        for(Account accc: existingAccounts.values()){
            nameDOBToAccountMap.put(accc.Name+accc.Birthdate__c, accc);
        }
        
       // for(Lead ld : leads){
        for(Lead ld: leadmap.values()) {
            if(!nameDOBToAccountMap.containsKey(ld.Name+ld.Birthdate__c)){
                Account existingAccount = new Account();
                existingAccount.Name = ld.Name;
                existingAccount.First_Name__c = ld.LastName;
                existingAccount.First_Name__c = ld.FirstName;
                existingAccount.Email__c = ld.Email;
                existingAccount.Gender__c = ld.Gender__c;
                //existingAccount.RecordTypeId =  personAccountRecordTypeId;
                existingAccount.Ethnicity__c = ld.Ethnicity__c;
                existingAccount.Race__c = ld.Race__c;
                existingAccount.Gender__c = ld.Gender__c;
                existingAccount.Birthdate__c = ld.Birthdate__c;
                existingAccount.Mobile__c = ld.MobilePhone;
                existingAccount.Mobile__c = ld.Phone;
                existingAccount.Insurance_Options__c = ld.Insurance__c;
                existingAccount.Insurance_Provider__c = ld.Insurance_Provider__c;
                existingAccount.Policy_Holder_First_Name__c = ld.Policy_Holder_First_Name__c;
                existingAccount.Policy_Holder_Last_Name__c = ld.Policy_Holder_Last_Name__c;
                existingAccount.Group_Number__c = ld.Group_ID__c;
                existingAccount.Member_ID__c = ld.Policy_ID__c;
                existingAccount.Is_Policy_Holder__c = ld.Is_Policy_Holder__c;
                //existingAccount.Address_Line_2__c = ld.Address_Line_2__c;
                accountsToInsert.add(existingAccount);
            }  
        }
        
        if(accountsToInsert.size()>0){
            insert accountsToInsert;
        }
        system.debug('accountsToInsert'+accountsToInsert);
        
        for(account acc: accountsToInsert){
            newCreatedAccounts.put(acc.First_Name__c+acc.Last_Name__c, acc);
        }
        system.debug('newCreatedAccounts'+newCreatedAccounts);
        //for(Lead lead : leads){
            for(Lead lead : leadmap.values()){
            System.debug('Check 2');
            Database.LeadConvert LeadConvert = new Database.LeadConvert();
            LeadConvert.setLeadId(lead.Id);
            LeadConvert.setConvertedStatus(cLeadStatus.MasterLabel);
            LeadConvert.setDoNotCreateOpportunity(True);  
            
            if(lead.Name != null && lead.Birthdate__c != null){                    
                if(nameDOBToAccountMap.containsKey(lead.Name+lead.Birthdate__c) && nameDOBToAccountMap.get(lead.Name+lead.Birthdate__c)!=Null){
                    system.debug('existingAccount==>'+nameDOBToAccountMap.get(lead.Name+lead.Birthdate__c));
                    Account existingAccount = new Account();
                    existingAccount.Id = nameDOBToAccountMap.get(lead.Name+lead.Birthdate__c).id;
                    system.debug('existingAccount'+existingAccount);
                    existingAccount.Ethnicity__c = lead.Ethnicity__c;
                    existingAccount.Race__c = lead.Race__c;
                    existingAccount.Gender__c = lead.Gender__c;
                    existingAccount.Mobile__c = lead.MobilePhone;
                    existingAccount.Email__c = lead.Email;
                    existingAccount.Mobile__c = lead.Phone;
                    existingAccount.Mobile__c = lead.MobilePhone;
                    //existingAccount.Address_Line_2__c = lead.Address_Line_2__c;
                    existingAccount.BillingCountry = lead.Country;
                    existingAccount.BillingPostalCode = lead.PostalCode;
                    existingAccount.BillingState = lead.State;
                    existingAccount.BillingStreet = lead.Street;
                    existingAccount.BillingCity = lead.City;
                    existingAccount.Insurance_Options__c = lead.Insurance__c;
                    existingAccount.Insurance_Provider__c = lead.Insurance_Provider__c;
                    existingAccount.Policy_Holder_First_Name__c = lead.Policy_Holder_First_Name__c;
                    existingAccount.Policy_Holder_Last_Name__c = lead.Policy_Holder_Last_Name__c;
                    existingAccount.Group_Number__c = lead.Group_ID__c;
                    existingAccount.Member_ID__c = lead.Policy_ID__c;
                    existingAccount.Is_Policy_Holder__c = lead.Is_Policy_Holder__c;
                    accountsToUpdate.add(existingAccount);
                    LeadConvert.setAccountId(existingAccount.Id);
                }
                else{
                    system.debug('lead.Name+lead.Birthdate__c'+lead.FirstName+lead.LastName);
                    if(newCreatedAccounts.containskey(lead.FirstName+lead.LastName) && newCreatedAccounts.get(lead.FirstName+lead.LastName)!= Null){
                        LeadConvert.setAccountId(newCreatedAccounts.get(lead.FirstName+lead.LastName).Id);
                    }  
                }
                System.debug('LeadConvert.getAccountId()'+LeadConvert.getAccountId()); 
                massLeadConvert.add(LeadConvert);
                system.debug('massLeadConvert'+massLeadConvert);
            }
        }
        
        if(!accountsToUpdate.isEmpty()){
            system.debug('accountsToUpdate'+accountsToUpdate);
            update accountsToUpdate;
            system.debug('accountsToUpdate'+accountsToUpdate);
            
        }
        
        if(!massLeadConvert.isEmpty()){
            system.debug('massLeadConvert'+massLeadConvert);
            List<Database.LeadConvertResult> lcr = Database.convertLead(massLeadConvert);
            for(Database.LeadConvertResult leadConvertResult : lcr) {
                system.debug('leadConvertResult'+leadConvertResult);
                system.debug('accountid'+existingAccounts.containskey(leadConvertResult.accountid));
                if(leadConvertResult.isSuccess()  ) {
                    Contract contract = new Contract();
                    contract.Status = 'Draft';
                    contract.AccountId = leadConvertResult.getAccountId();
                    contract.StartDate = system.today();
                    contract.ContractTerm = 12;
                    if(leadProductMap.containskey(leadConvertResult.getLeadId()) && leadProductMap.get(leadConvertResult.getLeadId())!=Null){
                        contract.Service__c = leadProductMap.get(leadConvertResult.getLeadId());
                    }
                    //if(leadHealthcareFacilityMap.containskey(leadConvertResult.getLeadId()) && leadHealthcareFacilityMap.get(leadConvertResult.getLeadId())!=Null ){
                        //contract.Depot_Name__c = leadHealthcareFacilityMap.get(leadConvertResult.getLeadId());
                    
                    if(leadmap.containskey(leadConvertResult.getLeadId())  ) {
                        contract.BillingCity= leadmap.get(leadConvertResult.getLeadId()).City;
                        contract.BillingState= leadmap.get(leadConvertResult.getLeadId()).State;
                        contract.BillingCountry = leadmap.get(leadConvertResult.getLeadId()).Country;
                        contract.BillingStreet=leadmap.get(leadConvertResult.getLeadId()).Street;
                        contract.BillingPostalCode=leadmap.get(leadConvertResult.getLeadId()).PostalCode;
                        contract.ShippingCity = leadmap.get(leadConvertResult.getLeadId()).City;
                        contract.ShippingState = leadmap.get(leadConvertResult.getLeadId()).State;
                        contract.ShippingCountry = leadmap.get(leadConvertResult.getLeadId()).Country;
                        contract.ShippingStreet = leadmap.get(leadConvertResult.getLeadId()).Street;
                        contract.ShippingPostalCode = leadmap.get(leadConvertResult.getLeadId()).PostalCode;
                        contract.Signature__c = leadmap.get(leadConvertResult.getLeadId()).Signature__c;
                        contract.Signature_Date_Time__c = leadmap.get(leadConvertResult.getLeadId()).Signature_Date_Time__c;
                        contract.Is_Policy_Holder__c = leadmap.get(leadConvertResult.getLeadId()).Is_Policy_Holder__c;
                        contract.Insurance__c = leadmap.get(leadConvertResult.getLeadId()).Insurance__c;
                        contract.Insurance_Provider__c = leadmap.get(leadConvertResult.getLeadId()).Insurance_Provider__c;
                        contract.Policy_Holder_First_Name__c = leadmap.get(leadConvertResult.getLeadId()).Policy_Holder_First_Name__c;
                        contract.Policy_Holder_Last_Name__c = leadmap.get(leadConvertResult.getLeadId()).Policy_Holder_Last_Name__c;
                        contract.Policy_ID__c = leadmap.get(leadConvertResult.getLeadId()).Policy_ID__c;
                        contract.Group_ID__c = leadmap.get(leadConvertResult.getLeadId()).Group_ID__c;
 
                        
                        //contract.Address_Line_2__c = leadmap.get(leadConvertResult.getLeadId()).Address_Line_2__c; 
                        
                    }
                        Address__c Address = new Address__c();
                        Address.Account__c = leadConvertResult.getAccountId();
                        Address.Address_Type__c = leadmap.get(leadConvertResult.getLeadId()).Address_Type__c;
                        Address.Name = leadmap.get(leadConvertResult.getLeadId()).Street;
                        //Address.Street__c = leadmap.get(leadConvertResult.getLeadId()).Street;
                        Address.City__c = leadmap.get(leadConvertResult.getLeadId()).City;
                        Address.State__c = leadmap.get(leadConvertResult.getLeadId()).State;
                        Address.Zip_Code__c = leadmap.get(leadConvertResult.getLeadId()).PostalCode;
                        Address.Country__c = leadmap.get(leadConvertResult.getLeadId()).Country;
                        //Address.Landmark__c = leadmap.get(leadConvertResult.getLeadId()).City;
                    
                        //MemberPlan member = new MemberPlan();
                        //member.MemberId = leadConvertResult.getAccountId();
                        //member.Is_Policy_Holder__c = leadmap.get(leadConvertResult.getLeadId()).Is_Policy_Holder__c;
                        //member.Name = leadmap.get(leadConvertResult.getLeadId()).Insurance_Name__c;
                        //member.Insurance_Options__c = leadmap.get(leadConvertResult.getLeadId()).Insurance__c;
                        //member.MemberNumber = leadmap.get(leadConvertResult.getLeadId()).Policy_ID__c;
                        //member.GroupNumber = leadmap.get(leadConvertResult.getLeadId()).Group_ID__c;
                        //member.Policy_Holder_First_Name__c = leadmap.get(leadConvertResult.getLeadId()).Policy_Holder_First_Name__c;
                        //member.Policy_Holder_Last_Name__c = leadmap.get(leadConvertResult.getLeadId()).Policy_Holder_Last_Name__c;
                    contractsToInsert.add(contract);
                    //memberplanToInsert.add(member);
                    addressesToInsert.add(Address);
                }
            }
        }        
        if(!contractsToInsert.isEmpty()){
            insert contractsToInsert;
        }
        //if(!memberplanToInsert.isEmpty()){
            //insert memberplanToInsert;
        
        if(!addressesToInsert.isEmpty()){
            insert addressesToInsert;
        }
    }catch(Exception e){
        System.debug('Error: '+e.getMessage()+ 'Line Number'+e.getLineNumber());
    }
}
}

I need to create account with the lead first and last name

Prateek Prasoon 25Prateek Prasoon 25
To create an account with the first and last name of the lead, you can modify the code as follows:
Replace existingAccount.Name = ld.Name; with existingAccount.LastName = ld.LastName; and existingAccount.FirstName = ld.FirstName;. The Name field on the account is a concatenation of the first and last name, so you need to set the first and last name separately.
Remove the line existingAccount.First_Name__c = ld.LastName;, since you already set the LastName field.
Change the line newCreatedAccounts.put(acc.First_Name__c+acc.Last_Name__c, acc); to newCreatedAccounts.put(acc.LastName+acc.FirstName, acc);. This will use the lead's first and last name to create the map key, which is what you want.
Here's the modified code: 
// for(Lead ld : leads){
for(Lead ld: leadmap.values()) {
    if(!nameDOBToAccountMap.containsKey(ld.Name+ld.Birthdate__c)){
        Account existingAccount = new Account();
        existingAccount.LastName = ld.LastName;
        existingAccount.FirstName = ld.FirstName;
        existingAccount.Email__c = ld.Email;
        existingAccount.Gender__c = ld.Gender__c;
        //existingAccount.RecordTypeId =  personAccountRecordTypeId;
        existingAccount.Ethnicity__c = ld.Ethnicity__c;
        existingAccount.Race__c = ld.Race__c;
        existingAccount.Gender__c = ld.Gender__c;
        existingAccount.Birthdate__c = ld.Birthdate__c;
        existingAccount.Mobile__c = ld.MobilePhone;
        existingAccount.Mobile__c = ld.Phone;
        existingAccount.Insurance_Options__c = ld.Insurance__c;
        existingAccount.Insurance_Provider__c = ld.Insurance_Provider__c;
        existingAccount.Policy_Holder_First_Name__c = ld.Policy_Holder_First_Name__c;
        existingAccount.Policy_Holder_Last_Name__c = ld.Policy_Holder_Last_Name__c;
        existingAccount.Group_Number__c = ld.Group_ID__c;
        existingAccount.Member_ID__c = ld.Policy_ID__c;
        existingAccount.Is_Policy_Holder__c = ld.Is_Policy_Holder__c;
        //existingAccount.Address_Line_2__c = ld.Address_Line_2__c;
        accountsToInsert.add(existingAccount);
    }  
}
if(accountsToInsert.size()>0){
    insert accountsToInsert;
}
system.debug('accountsToInsert'+accountsToInsert);
for(account acc: accountsToInsert){
    newCreatedAccounts.put(acc.LastName+acc.FirstName, acc);
}
system.debug('newCreatedAccounts'+newCreatedAccounts);

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