Looking for help?
< All Topics

Mass convert Leads in Salesforce

To mass-convert leads in your Salesforce.com instance with the help of XL-Connector, please follow these easy steps:

  • Step 1: you’ll first need to extract the leads using a SOQL query. To do this, click on Get Data button in XL-Connector, and run a query similar to the following (you’ll probably need to add some of your own filters to pull only the Leads you need to convert):

Run a query to extract Salesforce data

You should get something similar to the following:

  • Step 2: Convert Leads: To convert some of the leads, select the rows containing them, and click on Convert Leads. To convert all leads in the spreadsheet – click on Convert All Leads. Don’t forget to set the values in the Lead Status column to a status that is set as ‘Converted’ in your Salesforce.com instance:
    Mass convert Salesforce Leads in Excel
  • Step 3: As a minimum, you’ll need to select which of the columns contains Lead Ids and Lead Statuses. Optionally, you can have a column of Account Ids and a column of Contact Ids in your data. Rows with Ids of existing Accounts and/or Contacts will be converted to the specified Accounts and/or Contacts, for rows without the Ids there – new Accounts and Contacts will be created. If you don’t have a column of Account and/or Contact Ids – they will be created for all records.
  • Step 4: Click Go to convert all of the selected Leads. You’ll receive the conversion results on the right from your data, one column over:

Watch video:

Table of Contents