Multiple Lead Converter

Project Overview: Multiple Lead Converter

Objective:

The Multiple Lead Converter project aims to streamline the process of converting multiple leads into accounts, contacts, and opportunities in Salesforce with a single action. This tool is especially useful for sales teams who handle numerous leads and need an efficient way to manage conversions.

Key Features:

Batch Conversion: Convert multiple leads at once, reducing repetitive manual tasks.

Customization: Option to customize the conversion process (e.g., deciding whether to create opportunities).

User-Friendly Interface: Intuitive design to select and convert leads easily.

Components and Functionality:

1. Lead List Component (leadList)

Purpose: Displays a list of leads with checkboxes to select multiple leads.

Features:

Search functionality to filter leads.

Pagination for better navigation through the lead list.

2. Lead Conversion Modal (leadConversionModal)

Purpose: Popup modal to confirm the conversion and set conversion options.

Features:

Options to create accounts, contacts, and opportunities.

Custom settings for field mappings.

3. Lead Conversion Service (LeadConversionService)

Purpose: Backend service to handle the actual conversion logic.

Features:

Batch processing to handle multiple leads.

Error handling and rollback mechanisms.