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iegieg 

Data Loader to UPSERT Lead records need to auto convert to Account if not already done

I am using the Data Loader to UPSERT Lead records.  I need to have the Data Loader convert the Lead to an Account if the Account record does not already exist.  I cannot find any information in the documentation about how this is done.
Best Answer chosen by ieg
Amit Chaudhary 8Amit Chaudhary 8
You have to enable Audit fields by contacting Salesforce support.

We cannot convert existing lead using this process. Leads must be inserted with these four fields. In update you will not see "ConvertedAccountId and ConvertedContactId".

Please check below post for step by step process
http://salesforceblogger.blogspot.in/2011/08/loading-converted-leads.html

First step is to raise the case with salesforce.com to open up the audit fields for your organisation. The fields CONVERTEDACCOUNTID, CONVERTEDCONTACTID, CONVERTEDOPPORTUNITYID and CONVERTEDDATE will not be visible while inserting or updating by default.

Once the salesforce allows you to load these system fields you can start your process.
Steps for Loading
  • Firstly, Load Account, Contact and Opportunity which needs to be associated with the converted lead.
  • Next prepare a csv files with information of lead and get the ids from previous step and load it into the appropriate converted fields of file as mentioned above.
  • The field Isconverted should be set to true
  • Insert, Update or Upsert the leads as necessary.
  •  

Things to consider while loading
  • Converted Account is mandatory . Converted contact and opportunity is not mandatory. converted contact and opportunity need not belong to converted account.
  • You cannot see the information of converted leads. If you go to the lead detail page through its id you will see information on Converted date, Converted account, Contact and opportunity whichever was mapped. Only way to extract the information is through API
  • Lead conversion mapping will not be respected.For eg Lead description is mapped to contact description and when u load the converted lead with description it will not be carried over to the converted contact.
  • Converted date if not mapped will give value This lead was converted on {0} on lead detail page. If you need to enter converted date make sure you also enter created date . Otherwise it would error out as created date would be defaulted to now which will be at future date when compared to converted date.
  • Lead triggers and validation rules will be fired.
  • Converted Leads cannot be updated but can be deleted 
  •  

How can I update Lead fields on converted Leads
https://help.salesforce.com/apex/HTViewSolution?id=000170793&language=en_US

Or you can write trigger in lead like below post
http://salesforce.stackexchange.com/questions/38/mass-lead-conversion-programmatically-or-using-data-loader

Let us know if this will help you

Thanks
Amit Chaudhary

All Answers

Maharajan CMaharajan C
Hi Isabel,

Its not possible in Dataloader.Dataloader is an API Tool which is used only for load & Export the Datas from Salesforce.

If you want Convert the Lead to an Account Automatically when a record is inserted through the Dataloder You need a APEX TRIGGER.

Let me know if you want any further help...

Thanks,
Raj.
(Sweet Potato Tec)
Amit Chaudhary 8Amit Chaudhary 8
You have to enable Audit fields by contacting Salesforce support.

We cannot convert existing lead using this process. Leads must be inserted with these four fields. In update you will not see "ConvertedAccountId and ConvertedContactId".

Please check below post for step by step process
http://salesforceblogger.blogspot.in/2011/08/loading-converted-leads.html

First step is to raise the case with salesforce.com to open up the audit fields for your organisation. The fields CONVERTEDACCOUNTID, CONVERTEDCONTACTID, CONVERTEDOPPORTUNITYID and CONVERTEDDATE will not be visible while inserting or updating by default.

Once the salesforce allows you to load these system fields you can start your process.
Steps for Loading
  • Firstly, Load Account, Contact and Opportunity which needs to be associated with the converted lead.
  • Next prepare a csv files with information of lead and get the ids from previous step and load it into the appropriate converted fields of file as mentioned above.
  • The field Isconverted should be set to true
  • Insert, Update or Upsert the leads as necessary.
  •  

Things to consider while loading
  • Converted Account is mandatory . Converted contact and opportunity is not mandatory. converted contact and opportunity need not belong to converted account.
  • You cannot see the information of converted leads. If you go to the lead detail page through its id you will see information on Converted date, Converted account, Contact and opportunity whichever was mapped. Only way to extract the information is through API
  • Lead conversion mapping will not be respected.For eg Lead description is mapped to contact description and when u load the converted lead with description it will not be carried over to the converted contact.
  • Converted date if not mapped will give value This lead was converted on {0} on lead detail page. If you need to enter converted date make sure you also enter created date . Otherwise it would error out as created date would be defaulted to now which will be at future date when compared to converted date.
  • Lead triggers and validation rules will be fired.
  • Converted Leads cannot be updated but can be deleted 
  •  

How can I update Lead fields on converted Leads
https://help.salesforce.com/apex/HTViewSolution?id=000170793&language=en_US

Or you can write trigger in lead like below post
http://salesforce.stackexchange.com/questions/38/mass-lead-conversion-programmatically-or-using-data-loader

Let us know if this will help you

Thanks
Amit Chaudhary
This was selected as the best answer