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sf_dave
Convert Lead v.s. Deleteing the Lead and creating an Account / Opportunity / Contact
Hi
Everyone,
I'm integrating our existing web portal with Salesforce and we have a
"lead capture form" that creates leads in Salesforce from our website
with out any problems.
I'm wondering if I even need to then mess with the convertLead API call when I
can just manually delete the lead and create our custom hierarchy by hand
(Account, Opportunity, Contact).
Do you gain any intrinsic data cohesion by converting a lead to an account or
is the API doing exactly what I'm proposing for you?
Thanks,
-Dave
Consider that in addition to the creation of an Account, Contact, and Opportunity, performing a Lead Conversion within Salesforce also:
And darn :-/
My annoyance is that the lead, which is a combination of an Account and a Contact, doesn't capture the full information of either of those records, so if I convert the Lead to an Account / Contact I then have to get the ID from Salesforce, update my local db, pull the full Account, Opportunity and Contact from our web portal and re-upsert them.
That just seems like a lot of hand shaking:
Convert Lead->Update Local Records->Pull Full Local Records->Upsert Full Local Records
When I could just:
Delete Lead->Pull Full Local Records->Upsert Full Local Records
Thanks for your reply
-Dave
Message Edited by sf_dave on 01-31-2008 07:26 AM