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LeadConvertSettings

Represents an organization’s custom field mappings for lead conversion. Custom fields can be mapped from Leads to Accounts, Contacts, and Opportunities. Options for creating opportunities during lead conversion can also be specified. This type extends the Metadata metadata type and inherits its fullName field.

In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for details.

File Suffix and Directory Location

LeadConvertSettings components have the suffix LeadConvertSetting and are stored in the LeadConvertSettings folder.

Version

LeadConvertSettings is available in API versions 39.0 and later.

Fields

Field Name	Description
allowOwnerChange	Field Type boolean Description Indicates whether to include the Record Owner field in the Convert Lead dialog box (`true`) or not (`false`).
objectMapping	Field Type ObjectMapping[] Description A set of custom field mappings between objects. Up to three objectMapping types can be declared—one each for account, contact, and opportunity.
opportunityCreationOptions	Field Type VisibleOrRequired (enumeration of type string) Description This field determines whether the Opportunity field is visible or required in the Convert Lead dialog box. Values are: `VisibleOptional`—The Opportunity field is included in the dialog box but not required. A new opportunity is created if the user enters an opportunity name. This is the default value. `VisibleRequired`—The Opportunity field is included in the dialog box and is required. A new opportunity is created based on the name the user enters. `NotVisible`—The Opportunity field is not included in the dialog box. No opportunity is created.

ObjectMapping

Represents a custom field mapping between two objects.

Field Name	Description
inputObject	Field Type string Description Required. The name of the object type containing the source fields for mapping. The value is always `Lead`.
mappingFields	Field Type ObjectMappingField[] Description A set of input and output field names of the custom fields to be mapped.
outputObject	Field Type string Description Required. The object type receiving data during lead conversion. `Account` `Contact` `Opportunity`

ObjectMappingField

Represents custom field names to be mapped between objects.

Field Name	Description
inputField	Field Type string Description Required. The name of a custom lead field supplying source data during lead conversion.
outputField	Field Type string Description Required. The name of a custom account, contact, or opportunity field that will receive data from source field named in the accompanying inputField entry.

Declarative Metadata Sample Definition

The following is an example of the LeadConvertSettings type:

1<?xml version="1.0" encoding="UTF-8"?>
2<LeadConvertSettings xmlns="http://soap.sforce.com/2006/04/metadata">
3    <allowOwnerChange>false</allowOwnerChange>
4    <objectMapping>
5        <inputObject>Lead</inputObject>
6        <mappingFields>
7            <inputField>custom_lead_field_1</inputField>
8            <outputField>custom_account_field_1</outputField>
9        </mappingFields>
10        <mappingFields>
11            <inputField>custom_lead_field_2</inputField>
12            <outputField>custom_account_field_2</outputField>
13        </mappingFields>
14        <mappingFields>
15            <inputField>custom_lead_field_3</inputField>
16            <outputField>custom_account_field_3</outputField>
17        </mappingFields>
18        <outputObject>Account</outputObject>
19    </objectMapping>
20    <objectMapping>
21        <inputObject>Lead</inputObject>
22        <mappingFields>
23            <inputField>custom_lead_field_4</inputField>
24            <outputField>custom_opportunity_field_1</outputField>
25        </mappingFields>
26        <outputObject>Opportunity</outputObject>
27    </objectMapping>
28    <opportunityCreationOptions>VisibleOptional</opportunityCreationOptions>
29</LeadConvertSettings>

Wildcard Support in the Manifest File

The wildcard character * (asterisk) in the package.xml manifest file doesn’t apply to metadata types for feature settings. The wildcard applies only when retrieving all settings, not for an individual setting. For details, see Settings. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.

Metadata API Developer Guide