Inserting many converted leads through Apex data loader(Salesforce) -
if have leads in salesforce org converted accounts or opportunity , have insert same converted leads other salesforce org how can done bulk records. have required permission converting leads i.e. edit , create on accounts, opportunity, contacts along 'convert leads' permission.
i seeking steps followed accomplish full details.
thanks chirag
i got sorted out. in order insert converted leads salesforce, have raise case in sf in order enable these fields: convertedaccountid, convertedcontactid, convertedopportunityid , converteddate in editable mode. these audit fields, once enabled can load/insert converted leads environment.
following points consider:
- firstly, load account, contact , opportunity needs associated converted lead.
- next prepare csv files information of lead , ids previous step , load appropriate converted fields of file mentioned above.
- the field isconverted should set true.
- the converteddate must created after lead's createddate, otherwise give error. [this common sence ;)]
also these audit fields automatically disabled in 2 weeks, try finish work within time.
thanks & regards
chirag
Comments
Post a Comment