Administrator Guide

Spring 2018

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Data Conversion Process

You can convert beans from external data sources to Salesforce objects.

Run the data conversion batch job on the external beans and the beans that belong to Salesforce objects. The data conversion job performs the following tasks:

Compares between the following beans and identifies duplicate beans:

The external beans that you want to convert with the beans that belong to the Salesforce objects.

All the external beans that you want to convert.

Converts all the beans that do not have any duplicates to accounts, contacts, or leads.

The duplicate beans identification before conversion ensures that duplicate beans do not exist in the organization.

If you convert a lead to an opportunity,

CC360

creates tasks for that opportunity. If you do not want to create tasks for the opportunities, set the

Create Opportunity Task

internal setting value to false.

The following sample code sets the value of the internal setting to false:

API_SettingsManager.updateInternalSetting('Create Opportunity Task','false');

The data conversion batch job uses the synchronization settings and the matching settings.

The following image shows how the data conversion batch job converts external beans to Salesforce objects:

The image shows how the data conversion batch job converts beans from external sources to Salesforce objects. The data conversion batch job uses the synchronization settings and the matching settings to convert the external beans to accounts, contacts, or leads.

If you have the Require Validation for Converted Leads flag disabled in the

Lead Settings

page, set the

Disable Validation On Converted Lead

internal setting value to true.

The following sample code sets the value of the internal setting to true:

API_SettingsManager.updateInternalSetting('Disable Validation On Converted Lead','true');

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Administrator Guide

Administrator Guide

Data Conversion Process