WebPlatform Documentation

Auto Convert Lead to Opportunity in SF

Why do we need to auto covert leads in SF?

Situation

• In Digital Campaigns where a user takes an interest, an Inquiry (INQ) is generated. This INQ has a lifecycle. Where qualified in, it becomes a lead and from there can be further qualified into an opportunity.

Problem/Implication

• In Salesforce (SF) a lead needs to be manually converted into an opportunity. This means we must have access to a client’s SF to progress our leads.

Need

• To be able to convert leads to opportunities in SF following a status update in WMS.

How auto convert works

What this means for you

• The team working on a campaign does not need to have access to your client’s SF instance to convert Leads to Opportunities

• We keep both systems (WMS & SF) seamlessly synchronised via data sync
  • All updates are made in the WMS process
  • To set up the data sync we must have 1 Salesforce user with profile:
    • API Enabled
    • Apex REST Services

• Clients can see all progress in SF & the Digital Marketing Report!

How to get auto covert functionality?

Set up requirements

• Have a digital campaign or a campaign using WMS as the calling system

• Create and sign-off your Lead & Opportunity processes with the client
  • Only fully tested processes are considered for this functionality

• Secure one SF user profile with API Access Enabled & Apex REST Services
  • So that the data sync’s work

• Request Data Sync’s be set up for your Lead & Opportunity processes(PSO Request)