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.
