+ Start a Discussion
UrUr 

Mass Convert

Hi all,

 

I have created a report out 3000 leads I have 770 leads with Date of Birth. I want to convert only this 770 leads to contacts.

 

Can anyone please help me with this?

 

Thanks in Advance

 

Cheers

Uma

ShamilShamil

The only thing I found in the online help is this:

 

"Unfortunately, at this time, there are no built-in tools in Salesforce to mass convert leads. All Leads converted within the Salesforce GUI must be done manually, one at a time.

There are a few alternatives:

1.  Export all the Leads needing conversion via Data Loader or API and insert them in as Contacts. However, there are a few considerations that that must be acknowledged. In the activity history, there will not be an entry that says "created by Lead convert." Also, if the Company for each Lead does not already exist as an Account, the Account would need to be created first.

2.  Write an Apex Trigger to do this but there are several scenarios to consider in your code: every lead has a different company name, the company may not exist, the contact might already exist. or there might be multiple contacts that match the lead being converted, etc.

3.  Visit the AppExchange.  There are a few 3rd party apps that may serve your need. However, these are likely at an additional cost and may not have the exact functionality that you require. "

 

You may want to try out this free app as well: http://appexchange.salesforce.com/listingDetail?listingId=a0N30000004g33vEAA

pradyprady
There are few appexchange apps available to mass convert leads.
If you are looking at ways of converting without duplicates and conversion to be happening on a few conditions. You can try Leadpal here https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV