Add More Control the "Convert Lead" Flow Action

[Anonymous]

Currently the "convert lead" flow action seems to work off the inherent functionality Salesforce offers:
-Create a New Contact
-Create a New Account
-Create a New Opportunity

While I can understand its going to be difficult to "dedupe" in this process, I would like to control whether or not an Opportunity is created upon this action.  What are the scenarios we'd want to see this?

-SFDC Customers that don't use Leads and want everything to automatically become an Account/Contact
-SFDC Customers that use PERSON ACCOUNTS who want to automatically create a person account without an opp (or with an opp, but given the choice)

[Anonymous]

subscribing and voting it up

[Anonymous]

Voting yes!

[Anonymous]

Any update to this functionality? I'm curring using a tool in Salesforce that allows me to mass convert leads without creating a new opportunity (minimum requirement for our org to use this functionality), but I'd love to be able to automate this through Marketo. 

[Anonymous]

Voting Up this idea!! Setting up some automatic lead conversion processes for our global dealer network and this is a MUST functionality - a lot of these leads need to be converted in salesforce but I absolutly need to convert without creating an account.

Any update on delivery of this functionality?

[Anonymous]

Definitely got my vote. There needs to be more integration between Marketo and SF opportunities.

For companies that don't have initial qualification reps, this feature would really help out!

[Amber_Hobson]

This is a great idea! We cannot use the convert lead function simply because our sales reps would start a war with marketing if we were creating an opportunity every time a lead was convereted using this.

[Anonymous]

Absolutely vote for this as well! 

No one has found a creative work-around?

[Anonymous]

This issue is becoming a real challenge to win our ongoing war with sales teams:). Please help us Marketo!!

[Anonymous]

Subscribing..

[Anonymous]

I'd also like to promote this idea.  My current plan is to use an APEX trigger on the Salesforce side.  Something like this (work in progress)...

trigger LeadConvertQualified on Lead (after insert, after update) {
//Convert all qualified Leads into Contacts and Accounts
    for (Lead l : Trigger.new) {
        if (l.isConverted == false &&  //prevent recursion
            l.mkto2__Lead_Score__c != NULL &&
            l.mkto2__Lead_Score__c > 0){
                Database.LeadConvert lc = new Database.LeadConvert();
                lc.setLeadId(l.Id);
                lc.setDoNotCreateOpportunity(True);

    //If there's a matching account based on Name plus State/Country, merge to an existing account
                Account[] acct = [SELECT Id FROM Account WHERE Name LIKE :l.Company AND BillingState = :l.State AND BillingCountry = :l.Country LIMIT 1];
                if(acct.size() > 0){
                    Id acctId = acct[0].Id;
                    lc.setAccountId(acctId);
                }
               
                LeadStatus convertStatus = [SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted=true LIMIT 1];
                lc.setConvertedStatus(convertStatus.MasterLabel);
                Database.LeadConvertResult lcr = Database.convertLead(lc);
                System.assert(lcr.isSuccess());
        }
    }
}