Salesforce Lead-to-Account Matching Script

This is a Python script that uses the Salesforce API to match leads to accounts based on fuzzy matching of the company name and email domain.

Getting Started

These instructions will get you a copy of the project up and running on your local machine for development and testing purposes.

Setup

1. Create a Salesforce Apex REST service for converting leads:

• Log in to Salesforce.
• Click on the gear icon at the top right, select Setup.
• Use Quick Search at the top left to find and navigate to Apex Classes.
• Click 'New' to create a new Apex class.
• In the new class dialog, enter the class name LeadConvertService and the below code.

@RestResource(urlMapping='/LeadConvert/*')
global with sharing class LeadConversionService {

    @HttpPost
    global static String convertLead(String leadId, String convertedStatus, String accountId, Boolean doNotCreateOpportunity) {
        Database.LeadConvert leadConvert = new Database.LeadConvert();
        leadConvert.setLeadId(leadId);
        leadConvert.setAccountId(accountId);
        leadConvert.setConvertedStatus(convertedStatus);
        leadConvert.setDoNotCreateOpportunity(doNotCreateOpportunity);
        
        Database.LeadConvertResult leadConvertResult = Database.convertLead(leadConvert);
        if (leadConvertResult.isSuccess()) {
            return 'Lead converted successfully: ' + leadConvertResult.getContactId();
        } else {
            return 'Error converting lead: ' + leadConvertResult.getErrors();
        }
    }
}

• Click 'Save'.

2. Clone this repository to your local machine.

git clone https://github.com/kreitter/salesforce-lead-to-account-matching.git

3. Ensure that you have the required Python libraries installed. You can install them using pip:

pip install simple-salesforce fuzzywuzzy pandas python-dotenv

4. Set up the environment variables. Rename the .env.example to .env and fill in your Salesforce credentials:

SALESFORCE_USERNAME=your_username
SALESFORCE_PASSWORD=your_password
SALESFORCE_SECURITY_TOKEN=your_security_token

Usage

Run the script using a Python interpreter:

python lead_to_account_matching.py

Running the Script

To run the script:

python sf_l2a_matching.py

This script queries all Leads and Accounts from your Salesforce instance, standardizes the data, and performs lead-to-account matching using fuzzy string matching. If a suitable match is found for a Lead, the Lead is converted and linked to the matched Account. The script will print out the results of the lead-to-account matching, including any leads that are converted and linked to accounts.

Contributing

Contributions are welcome! Please feel free to submit a pull request.

License

This project is licensed under the terms of the MIT license.

Contact

David Kreitter | [email protected] | www.kreitter.com | LinkedIn