Lead Converter Invocable

A Salesforce Apex invocable action for converting leads to accounts, contacts, and opportunities. Designed for use in Salesforce Flows with full parameter flexibility.

Features

• Convert leads with a single action in Flow
• Merge into existing accounts and contacts
• Custom opportunity naming
• Optional opportunity creation skip
• Owner assignment with notification emails
• Bulk conversion support
• Auto-detection of converted status
• Comprehensive error handling
• Bypass duplicate detection rules

Deployment

Prerequisites

• Salesforce CLI installed
• Authenticated to your target org

Authenticate to Your Org

# For production/developer org
sf org login web -a MyOrg

# For sandbox
sf org login web -a MySandbox -r https://test.salesforce.com

Deploy to Org

# Deploy to default org
sf project deploy start

# Deploy to specific org
sf project deploy start -o MyOrg

# Deploy with verbose output
sf project deploy start -o MyOrg --verbose

# Validate only (no actual deployment)
sf project deploy start -o MyOrg --dry-run

Verify Deployment

# Run tests to verify
sf apex run test -n LeadConverterInvocableTest -o MyOrg -r human

Using in Flow

Adding the Action

1. Open Setup > Flows
2. Create or edit a Flow
3. Add an Action element
4. Search for "Convert Lead" in the action search
5. Configure the input variables
6. Store the output variables for use in your Flow

Flow Example

[Get Lead Record] → [Convert Lead Action] → [Decision: Is Success?] → [Next Steps]

Input Variables

Variable	Type	Required	Description
Lead ID	ID	Yes	The ID of the lead to convert
Account ID	ID	No	Existing account ID to merge into. Creates new account if not provided
Contact ID	ID	No	Existing contact ID to merge into. Must be associated with the specified account
Converted Status	Text	No	Lead status value for converted lead. Auto-detects if not provided
Opportunity Name	Text	No	Name for the new opportunity. Defaults to lead company name
Do Not Create Opportunity	Boolean	No	Set to true to skip opportunity creation
Owner ID	ID	No	Owner for new records. Defaults to lead owner
Send Notification Email	Boolean	No	Send email notification to new owner
Overwrite Lead Source	Boolean	No	Overwrite LeadSource on target contact when merging
Bypass Duplicate Rules	Boolean	No	Set to true to bypass duplicate detection rules during conversion

Output Variables

Variable	Type	Description
Account ID	ID	The ID of the created or merged account
Contact ID	ID	The ID of the created or merged contact
Opportunity ID	ID	The ID of the created opportunity (null if skipped)
Is Success	Boolean	Whether the conversion was successful
Error Message	Text	Error details if conversion failed
Lead ID	ID	The original Lead ID (returned on both success and failure)

Usage Examples

Basic Conversion (Flow)

Only the Lead ID is required. The action will:

• Create a new Account (using Lead's Company name)
• Create a new Contact (using Lead's name and details)
• Create a new Opportunity (using Lead's Company name)
• Auto-detect the converted status

Merge into Existing Account

Set the Account ID to merge the lead into an existing account instead of creating a new one.

Convert Without Opportunity

Set Do Not Create Opportunity = true to convert the lead without creating an opportunity.

Custom Opportunity Name

Set Opportunity Name to override the default opportunity naming (which uses the lead's company name).

Assign to Different Owner

Set Owner ID to assign the converted records to a specific user. Enable Send Notification Email to notify them.

Full Merge (Account + Contact)

Provide both Account ID and Contact ID to merge the lead into existing records. The contact must belong to the specified account. Enable Overwrite Lead Source to update the contact's LeadSource field.

Bypass Duplicate Detection

Set Bypass Duplicate Rules = true to force conversion even when duplicate detection rules would normally block it. This uses Database.DMLOptions.DuplicateRuleHeader.allowSave to bypass the org's duplicate rules.

Error Handling

The action uses partial success mode, meaning:

• Each lead conversion is independent
• Failed conversions don't block successful ones
• Check Is Success output for each result
• Error Message contains details for failures

Common error scenarios:

• Lead already converted
• Invalid Account/Contact ID
• Contact not associated with specified Account
• Missing required fields on Lead
• Duplicate detected (use Bypass Duplicate Rules to override)

Note: The Lead ID output is always returned, even when conversion fails. This allows you to identify which lead caused the error in your Flow's error handling path.

API Version

This package uses Salesforce API version 63.0 (Spring '25).

File Structure

lead-converter/
├── force-app/
│   └── main/
│       └── default/
│           └── classes/
│               ├── LeadConverterInvocable.cls
│               ├── LeadConverterInvocable.cls-meta.xml
│               ├── LeadConverterInvocableTest.cls
│               └── LeadConverterInvocableTest.cls-meta.xml
├── sfdx-project.json
└── README.md

License

MIT