External Actions - Objects
These external actions allow you to perform various record-based actions.
Change Owner
This action allows you to change the owner of a Lead/Contact.
It works by simply setting the OwnerId of the Lead/Contact to what can be found given the new owner you designate.
If you have other automations or validations surrounding Owner changes, this Action may not work as built.
| Param Name | Type | Description |
| New Salesforce Owner | Text | The OwnerId or the email address of the User that should be the new Owner of the record. |
Convert Lead
This action allows you to Convert a Lead.
| Param Name | Type | Description |
| Account Id | Text | The Id of an existing Account you want the converted Lead to work with. |
| Bypass Account Dedupe Check | Number | 0=no, 1=yes |
| Contact Id | Text | The Id of an existing Contact you want the converted Lead to work with. |
| Bypass Contact Dedupe Check | Number | 0=no, 1=yes |
| Opportunity Id | Text | The Id of an existing Opportunity you want the converted Lead to work with. |
| Do Not Create Opportunity | Number | 0=no...we want the Opportunity 1=yes...we do not want the Opportunity created Sorry this is a bit backward...thats Salesforce for us! |
| Opportunity Name | Text | The name of the Opportunity when it is created. |
| Overwrite Lead Source | Number | 0=no, 1=yes |
| Owner Id | Text | The ID of the Owner to use for records created by the Conversion. |
| Send Notification Email | Number | 0=no, 1=yes |
Delete Prospect
This action allows you to send a Prospect directly to the Recycle Bin.
If the Prospect has been synced to Salesforce, we recommend you delete the Lead/Contact. Just removing the Prospect could lead to some data challenges in the future.
| Param Name | Type | Description |
There are no parameters for this action
Vlookup
This action allows you to take a Prospect value, and lookup another value based on data within Salesforce.
For example, we could look up a clean State value based on the combination of Country & incorrect State value.
| Param Name | Type | Description |
| Prospect Value | Text | The value you want to use to lookup. |
| Target Field | Text | If a value is found, which Prospect field do you want to update? |
| Object Name | Text | The API name of the Salesforce Object that has the rows you want to query. eg: State_Correction__c or State_Correction__mdt |
| Object Field to Search | Text | The API name of the Salesforce Field on the object that has the Prospect Value. |
| Object Field to Return | Text | The API name of the Salesforce Field on the object that has the value you want to update on the Prospect. |