# Salesforce

## Lead → Contact Auto-Convert & Merge

 - [POST /v1/salesforce/convert](https://developers.withlantern.com/openapi/salesforce/convert_lead_v1_salesforce_convert_post.md): Converts Salesforce Leads to Contacts and Accounts with sophisticated matching and merging logic.

## Overview
The Salesforce Conversion API provides automated Lead-to-Contact conversion with intelligent matching,
duplicate prevention, and merge policies. It uses Salesforce Lead.Convert under the hood with batch API
and includes duplicate protection via pre-check matching.

## Request Body
- lead_sf_id: Salesforce Lead ID to convert (required)
- match_policy: Match policy configuration for contact and account matching
- merge_policy: Merge policy configuration for handling matches
- set_owner_round_robin_pool: Optional round-robin pool for owner assignment
- logs: Logging configuration for conversion process

## Match Policy
- contact: Contact matching rules and creation policy
- account: Account matching rules and creation policy
- by: List of field rules for matching (e.g., ["email:eq", "name_company:fuzzy0.8"])
- create_if_no_match: Whether to create new record if no match found

## Merge Policy
- on_contact_match: Action when contact match is found
  - merge_lead_into_contact: Moves notes/activities, preserves owner history
  - create_separate_contact: Creates separate contact record
- on_account_match: Action when account match is found
  - attach_to_account: Attaches lead to existing account
  - create_separate_account: Creates separate account record

## Response Fields
- success: Boolean indicating request success
- status: Conversion status (converted, failed, duplicate)
- account_id: Created or matched Account ID
- contact_id: Created or matched Contact ID
- owner_id: Assigned Owner ID
- actions: List of actions performed during conversion
- credits_consumed: Number of credits used
- credits_remaining: Credits remaining in account
- processing_time_ms: Processing time in milliseconds
- cached: Whether result was from cache

## Features
- Duplicate Protection: Pre-check via /v1/match to avoid duplicate contacts/accounts
- Idempotent: Same Idempotency-Key repeats return prior result
- Batch Processing: Uses Salesforce Lead.Convert with batch API
- Round-Robin Assignment: Optional owner assignment from specified pools
- Comprehensive Logging: Route logs and enrichment differences

## Credit Usage
Salesforce conversion consumes credits based on complexity:
- Basic Conversion: 3 credits per lead
- With Matching: +2 credits for duplicate checking
- With Round-Robin: +1 credit for owner assignment