private void convertLeadSample()
{
//Verify that we are already authenticated, if not
//call the login function to do so
if (!loggedIn)
{
if (!login())
return;
}
//This is the structure we need to fill in to effect a conversion
apex.LeadConvert lc = new apex.LeadConvert();
string summary = "Converting lead to contact.\n";
//When converting a lead you have the option of creating a new contact, or
//merging the lead with an existing contact. This sample will show both
//cases. So the first thing to do, is get the lead to convert.
apex.sObject lead = this.getUnconvertedLead();
if (lead == null)
{
Console.WriteLine("No lead was selected, conversion failed.");
return;
}
//Set the lead id on the structure.
lc.leadId = lead.Id.Substring(0, 15);
//Now we need to determine if the user wants to merge the lead to an existing contact,
//or have a new contact created.
Console.Write("/nDo you want to merge this lead into an existing contact (Y/N)? ");
string merge = Console.ReadLine();
apex.sObject contact = null;
if (merge != null && merge.ToLower().Equals("y"))
{
contact = getContact();
if (contact == null)
{
summary += " Create new contact.\n";
}
else
{
summary += " Merge with " + getFieldValue("FirstName", contact.Any) + " " + getFieldValue("LastName", contact.Any) + "\n";
lc.contactId = contact.Id.Substring(0, 15);
//We have the option of resetting the contact status to that of the lead,
//so we will query the user for that information.
Console.Write("Do you want to overwrite the contact status with the lead status (Y/N)? ");
string overWrite = Console.ReadLine();
if (overWrite != null && overWrite.ToLower().Equals("y"))
lc.overwriteLeadSource = true;
else
lc.overwriteLeadSource = false;
}
}
else
summary += " Create new contact.\n";
//if a contact is chosen, we will use the accountid of the contact, this must
//be specified. If the contact is not chosen, then the user needs to select
//an account to place the new contact in.
string accountId = null;
if (contact != null)
{
accountId = getFieldValue("AccountId", contact.Any);
lc.accountId = accountId.Substring(0, 15);
}
else //get an account chosen by the user
{
Console.Write("Do you want to create a new account for this lead (Y/N)? ");
string newAccount = Console.ReadLine();
if (newAccount == null || !newAccount.ToLower().Equals("y"))
accountId = this.getAccount().Id.Substring(0, 15);
if (accountId != null)
{
lc.accountId = accountId;
string accountName = getAccountName(accountId);
if (accountName != null)
summary += " New contact will be in account '" + accountName + "'.\n";
else
summary += " New contact will be in account with an ID of '" + accountId + "'.\n";
}
else
{
summary += " A new account will be created.";
}
}
//We will now ask the user if they would like to create a new opportunity
//based on the information on this lead
Console.Write("Do you want to create an opportunity for this conversion (Y/N)? ");
string opp = Console.ReadLine();
lc.doNotCreateOpportunity = true;
if (opp != null && opp.ToLower().Equals("y"))
{
lc.doNotCreateOpportunity = false;
Console.Write("Enter the name of the opportunity to create.. ");
string oppName = Console.ReadLine();
if (oppName == null)
{
Console.WriteLine("No opportunity name given, NO opportunity will be created.");
lc.doNotCreateOpportunity = true;
summary += " No opportunity will be created.\n";
}
else
{
lc.opportunityName = oppName;
summary += " An opportunity named: " + oppName + " will be created.\n";
}
}
//The lead needs to have it's status updated to reflect the conversion operation,
//so we will ask the user to select the status to use
Console.Write("Select the lead status to use to update the converted lead. ");
lc.convertedStatus = getLeadStatus();
summary += " The converted lead will be assigned a status of " + lc.convertedStatus + ".\n";
//Finally, we have the option of notifying the owner of the lead that it
//has been converted.
Console.Write("Would you like to have an email sent to the owner of the lead after the conversion (Y/N)?");
string sendMail = Console.ReadLine();
if (sendMail != null && sendMail.ToLower().Equals("y"))
{
lc.sendNotificationEmail = true;
summary += " Email notification will be sent.\n";
}
else
{
lc.sendNotificationEmail = false;
summary += " Email notificatino will NOT be sent.\n";
}
string cont;
Console.Write("\n\nDEBUG VALUES\n");
Console.WriteLine("account id: " + lc.accountId);
Console.WriteLine("contact id: " + lc.contactId);
Console.WriteLine("converted status: " + lc.convertedStatus);
Console.WriteLine("do not create opp: " + lc.doNotCreateOpportunity);
Console.WriteLine("lead id: " + lc.leadId);
Console.WriteLine("opp name: " + lc.opportunityName);
Console.WriteLine("overwrite lead source: " + lc.overwriteLeadSource);
Console.WriteLine("send email: " + lc.sendNotificationEmail);
Console.Write(summary + "\n Enter 'Y' to convert the lead.");
cont = Console.ReadLine();
if (cont != null && cont.ToLower().Equals("y"))
{
apex.LeadConvertResult[] lcr = binding.convertLead(new LeadConvert[] { lc });
//although we only converted a single lead, we will use a loop to process the
//results since the return value is an array of LeadConvertResults
for (int i = 0; i < lcr.Length; i++)
{
if (lcr[i].success)
{
Console.WriteLine("Conversion of lead " + getFieldValue("FirstName", lead.Any) + " " + getFieldValue("LastName", lead.Any) + " was successful.");
if (contact.Id.Equals(lcr[i].contactId))
Console.WriteLine(" Contact with ID of '" + lcr[i].contactId + "' was merged.");
else
Console.WriteLine(" Contact with ID of '" + lcr[i].contactId + "' was created.");
if (lcr[i].opportunityId != null)
Console.WriteLine(" An opportunity with an ID of '" + lcr[i].opportunityId + "' was created.");
else
Console.WriteLine(" No opportunity was created.");
Console.WriteLine(" The contact was create in the account with an ID of '" + lcr[i].accountId + "'.");
}
else
{
Console.WriteLine("One or more errors where encountered during the lead conversion process...\n");
for (int j = 0; j < lcr[i].errors.Length; j++)
{
Console.WriteLine((j + 1) + lcr[0].errors[j].message);
}
}
}
}
else
{
Console.WriteLine("Lead conversion was aborted.");
}
}
/// <remarks/>
public void convertLeadAsync(LeadConvert[] leadConverts) {
this.convertLeadAsync(leadConverts, null);
}
/// <remarks/>
public void convertLeadAsync(LeadConvert[] leadConverts, object userState) {
if ((this.convertLeadOperationCompleted == null)) {
this.convertLeadOperationCompleted = new System.Threading.SendOrPostCallback(this.OnconvertLeadOperationCompleted);
}
this.InvokeAsync("convertLead", new object[] {
leadConverts}, this.convertLeadOperationCompleted, userState);
}
/// <remarks/>
public System.IAsyncResult BeginconvertLead(LeadConvert[] leadConverts, System.AsyncCallback callback, object asyncState) {
return this.BeginInvoke("convertLead", new object[] {
leadConverts}, callback, asyncState);
}
