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Michael M
Need to import leads AND opportunities and connect them as if they were converted
We need to import a number of Leads and Opportunities, but we want to link them to make it as if the Lead was "Converted" into that opportunity. Is there any way to do so, without needing to import them as leads and then manually converting every lead?
You would need to build in custom solution (apex) to achieve above functionality.
You can check using of 'isConverted' field when a lead gets converted into an opportunity.
https://salesforce.stackexchange.com/questions/323547/how-to-convert-a-lead-to-a-new-opportunity-in-apex
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/langCon_apex_dml_examples_convertlead.htm
Thanks,
All Answers
You would need to build in custom solution (apex) to achieve above functionality.
You can check using of 'isConverted' field when a lead gets converted into an opportunity.
https://salesforce.stackexchange.com/questions/323547/how-to-convert-a-lead-to-a-new-opportunity-in-apex
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/langCon_apex_dml_examples_convertlead.htm
Thanks,