DemandTools Lead Conversion - Scenarios and Scheduling

Once Steps 1 -3 have been completed, a custom scenario can be created using the Save Scenario button.  Scenario buttons are located at the bottom of the screen.

The OLD Lead to Contact and Lead to Account modules have been replaced with the Lead Conversion module.  Any Saved Scenarios for either of those modules can be read directly into Lead Conversion.  The scenarios will Load with "Do Not Use" selected in Screen 1 for either the Contact or Account object, e.g. Lead to Contact scenarios will have "Do Not Use" for Accounts, and Lead to Account scenarios will have "Do Not Use" for Contacts.  Old scenarios will load with a SINGLE matching step for that object ONLY.  Any new options will be set to the default values.  Users are highly encouraged to update any old scenarios to match to Contacts and Accounts in the same pass, combine multiple matching steps for a single object in the same pass, and/or modify to take advantage of the new features in general.  Scenarios should be re-saved after modification (and will be saved as .LCxml scenarios).

Saved Scenarios can be loaded, run or scheduled using DemandTools JobBuilder or Windows Task Scheduler.

•  Scenarios are saved by default to the Documents\DemandToolsData\Lead Conversion Scenarios folder
• Scenarios will have the extension .LCxml
• Load Scenario will load all steps with the saved options, allowing users to make any changes before finding matches
• To access old Lead to Contact or Lead to Account scenarios change the file type option (on the right) to either .L2Cxml or .L2Axml                                                                     
• Run Scenario will load all steps with saved options and automatically initiate the Find Matches process

Note:  Scheduling a scenario will PROCESS all found Leads with no user intervention!!!  Scenarios should be THOROUGHLY tested before scheduling and the matching criteria should be relatively RIGID to avoid false positives as there is no Undo/Rollback/Restore files when converting Leads.

There are 3 options when scheduling Lead Conversion.  The parameters for JobBuilder or Windows Scheduled Tasks are as follows for each option (each parameter should always be in double quotes):

• Process the conversion of all Leads in the results grid - Full path for Scenario
  • Example: "C:\Users\JDoe\Documents\DemandToolsData\Lead Conversion Scenarios\Lead Conversion Rigid.LCxml"
• Find/Export the Results ONLY (do not convert) - Full path for Scenario plus full path for export file
  • Up to 3 data files (e.g. one for Contact Matches, Accounts Matches, Final Matches)
    • Example:  "C:\Users\JDoe\Documents\DemandToolsData\Lead Conversion Scenarios\Lead Conversion Rigid.LCxml" "C:\Users\JDoe\Desktop\LCMatches.csv"
• Find and Populate AccountID's ONLY (do not convert) - Full path for Scenario plus keyword "populateaccountids:"{fieldnametopopulate}
  • "C:\Users\JDoe\Documents\DemandToolsData\Lead Conversion Scenarios\Lead Conversion Rigid.LCxml"  populateaccountids:Matching_Account__c

Complete details for scheduling DemandTools Saved Scenarios can be found HERE.