Use this activity to convert leads into accounts, contacts,
or opportunities in ServiceMax. While the Salesforce.com API limits
the number of objects that it can convert in a single call to 100
objects, the App Connect ServiceMax
connector does not have such a limit. You can use the Convert Lead activity
to convert an unlimited number of objects.
Procedure
- In the Activities tab, open the ServiceMax directory
to find the Convert Lead activity.
- Add the activity to an orchestration.
The Checklist and Summary for
the activity are displayed beneath the orchestration.
- Select a ServiceMax endpoint.
For instructions
on creating or editing a ServiceMax endpoint, see Creating or editing a ServiceMax endpoint.
- Specify the Retry and Time
out parameters for the activity.
What to do next
Map the inputs of the Convert Lead activity.