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- View the Lead Status field in Salesforce.com on the Lead Object to see which options have the Converted flag enabled. Converted Status options with the "Converted" flag enabled are shown in the drop down as options for the action.
- The conversion sync happens on the standard Salesforce.com sync intervals, typically every 5 minutes.
- Lead Liaison processes 100 Leads per batch. For example, if you ran the Convert Lead to Contact action on 1,000 Leads it would take 10 batch runs (~ 50 minutes) to convert all Leads to Contacts.
- Make sure the Lead Liaison Prospect is synced to a Salesforce.com Lead before applying the action. If a conversion sync is scheduled and the Lead Liaison Prospect is not synced to a Salesforce.com Lead the job will be marked as dismissed after two (2) weeks. For example, consider a Lead Liaison Prospect as a member of two different Workflows, one to sync him/her to Salesforce.com and the other to convert him/her to a Salesforce.com Contact. Suppose the Convert Lead to Contact action was applied first, then the Sync Lead to SFDC (see above) action was applied within two weeks. The Convert Lead to Contact scheduled sync will still work after the Prospect is synced to Salesforce.com as a Lead.
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