Administrator Guide

Winter 2022

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Internal Settings for Leads

You can configure the internal settings and default behavior for leads.

You can configure the following internal settings for leads:

Create Opportunity Task: 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. Default is true.; The following sample prevents creation of tasks for the opportunities:
API_SettingsManager.updateInternalSetting('Create Opportunity Task','false');
Disable Validation On Converted Lead: The leads that have the Require Validation for Converted Leads flag enabled in the Lead Settings page are part of the validation process after you convert them.; If you do not want to validate the converted leads, set the
Disable Validation On Converted Lead
internal setting value to true. Default is false.; The following sample code disables validation for the converted leads:
API_SettingsManager.updateInternalSetting('Disable Validation On Converted Lead','true');
EnableLeadPersonAccountComparison: You can enable duplicate check for person accounts, leads, and contacts.; To enable duplicate check, set the
EnableLeadPersonAccountComparison
internal setting value to true. Default is false.; The following sample code enables duplicate check for person accounts, leads, and contacts:
API_SettingsManager.updateInternalSetting('EnableLeadPersonAccountComparison','True');
Enable LeadConversion Name Search: You can perform search operation for a lead even if the segment of the account linked to the lead is different from the segment of the lead.; To perform the search operation, set the
Enable LeadConversion Name Search
internal setting to true. Default is false.; The following sample code enables search operation for a lead even if the segment of the account linked to the lead is different from the segment of the lead:
API_SettingsManager.updateInternalSetting('Enable LeadCoversion Name Search','true');
Configure Default Duplicate Check and Merge Batch Job Settings: You can change the default duplicate check and merge batch job settings.; To enable the deletion of previously merged duplicate pairs from the duplicate table and pair new records with the survivor of the previous merge process, set the
Duplicate check job reassign master
value to true. Default is false.; The following sample code enables the deletion of previously merged duplicate pairs for leads:
API_SettingsManager.updateInternalSetting('Duplicate check job reassign master', 'true');

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Administrator Guide

Administrator Guide

Internal Settings for Leads

Internal Settings for Leads