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How do you import Converted Lead into Salesforce from Legacy System ?
How do you import Converted Lead into Salesforce from Legacy System ?
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2 Replies
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Fields we need for importing converted leads are “ISCONVERTED” , “CONVERTEDCONTACTID” , “CONVERTEDOPPORTUNITYID” and “CONVERTEDACCOUNTID“.
Step 1: As above fields are not editable, we have to contact Salesforce Support to enable Audit fields. Enabling Audit fields means we can edit few Readonly fields like created date and above lead fields.
Step 2: Import Account, Contact and Opportunity from Legacy system to Salesforce.
Step 3: If you imported account, contact and opportunity in Step 2, Salesforce automatically generates Unique ID. We need that unique Id to insert Converted Lead. So Export Account, Contact and Opportunity, which is inserted in Step 2 from legacy System.
Step 4: Create CSV File with All lead information with ISCONVERTED=TRUE and CONVERTEDCONTACTID, CONVERTEDOPPORTUNITYID, CONVERTEDACCOUNTID. CONVERTEDCONTACTID, CONVERTEDOPPORTUNITYID and CONVERTEDACCOUNTID should correspond to Ids generated by Salesforce for Contact, Opportunity and Account which will be related to converted lead.
Step 5: Once CSV is properly created with all required Data, Insert it using DataLoader.
Note: We cannot convert existing lead using this process. Leads must be inserted with these four fields. If you try to update lead it will not give you option to edit above fields.
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In that case you need to:-
1. Export the data from the first org.
2.Then remove the id , say of lead then upload them to the new org.
3. Now you need to do proper data massaging of objects created as a result of Lead conversion say:-
a. Opportunity
b. Account
c. Contact
d. Task
with the newly generated Lead ids
In case you want to upload new lead data which is already converted into a new org then you need to upload the leads , then with the generated lead ids create the adequately data massaged files for related account, contact and opportunity via excel functions.
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