Convert Lead activity

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

  1. In the Activities tab, open the ServiceMax directory to find the Convert Lead activity.
  2. Add the activity to an orchestration.

    The Checklist and Summary for the activity are displayed beneath the orchestration.

  3. Select a ServiceMax endpoint.

    For instructions on creating or editing a ServiceMax endpoint, see Creating or editing a ServiceMax endpoint.

  4. Specify the Retry and Time out parameters for the activity.

What to do next

Map the inputs of the Convert Lead activity.

Mapping the input of the Convert Lead activity

Procedure

  1. In the Checklist, select Map Inputs.

    The convertLead element displays in the To Activity pane. The parameters that are displayed correspond to the structure of the input to the ServiceMax convertLead operation.

  2. Optional: Right-click the default node and choose Show Optional Parameters, to show the optional input parameters for this activity:
    • CallOptions
    • connection
    • sessionInfo
  3. Click Select Inputs... and select the input variables for the map.

    For instructions about creating variables, see Creating Variables.

  4. As appropriate, map the input parameters to the variables.

    For mapping instructions, see Creating a Map.

What to do next

Map the output of the Convert Lead activity.

Mapping the output of the Convert Lead activity

Procedure

  1. In the Checklist, select Map Outputs.

    The convertLeadResponse element is displayed in the From Activity panel. The parameters that are displayed correspond to the convertLeadResponse structure, which is returned by the convertLead operation.

  2. Click Select Outputs... and select the output variables for the map.

    For instructions about creating variables, see Creating Variables.

  3. As appropriate, map the output parameters to the variables.

    For mapping instructions, see Creating a Map.




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Timestamp icon Last updated: Tuesday, 27 September 2016


https://www.ibm.com/support/knowledgecenter/en/SS3LC4_7.5.3/com.ibm.wci.doc/SerMax_Convert_Lead_Activity.html