How Do You Automatically Convert Leads Based On A Field Value?

[nathanb]

I'm sure I'm just not using the correct terminology, but I haven't been able to find an answer to the following:

I have a lead field that's a checkbox. If that box is checked, I want the lead to be automatically converted to an opportunity. How do I do that?

Thanks!!

[jkucera]

Trigger is your best bet to auto-convert a lead when some value = True.  Check out the Apex docs:

 http://www.salesforce.com/us/developer/docs/apexcode/index.htm

[RCJesse]

jkucera is right. You are going to want to setup an after update lead trigger. That trigger will check every lead after it has been updated to see if the value is true. You will use a Database.LeadConvert instance and Database.convertLead method to convert your lead. Frankly the objects and methods to convert lead are still kind of confusing to me, i just took an example and made it work for me

There is an example in the reference docs:

http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_convertLead.htm 

Message Edited by RCJesse on 11-05-2009 04:47 PM