arazzo: 1.0.1
info:
  title: Salesforce Sales Cloud Create And Convert Lead
  summary: Capture a Lead, then realize the conversion by creating Account, Contact, and Opportunity records.
  description: >-
    Sales Cloud exposes no dedicated Lead conversion operation in this REST
    description, so the canonical "create lead then convert" pattern is adapted
    using the SObject Rows resource. The workflow captures the Lead, then
    materializes the three records a conversion produces — an Account, a Contact
    linked to it, and an Opportunity — and finally stamps the Lead as converted
    by updating its Status. Every step inlines its request and OAuth bearer
    Authorization header so the flow reads end to end.
  version: 1.0.0
sourceDescriptions:
- name: restApi
  url: ../openapi/salesforce-sales-cloud-rest-api-openapi.yml
  type: openapi
workflows:
- workflowId: create-and-convert-lead
  summary: Create a Lead, then create the Account/Contact/Opportunity it converts into.
  description: >-
    Adapts Lead conversion by chaining record creates. The Lead is captured
    first; its details seed an Account, Contact, and Opportunity, then the Lead
    record is updated to a converted Status to close the loop.
  inputs:
    type: object
    required:
    - accessToken
    - leadLastName
    - leadCompany
    - convertedStatus
    - opportunityCloseDate
    - opportunityStage
    properties:
      accessToken:
        type: string
        description: OAuth 2.0 access token used as the Bearer credential.
      leadLastName:
        type: string
        description: Last name of the Lead (required on Lead).
      leadFirstName:
        type: string
        description: First name of the Lead.
      leadCompany:
        type: string
        description: Company on the Lead (required) and used as the Account Name.
      leadEmail:
        type: string
        description: Email address of the Lead.
      convertedStatus:
        type: string
        description: A Lead Status value flagged as converted in the org.
      opportunityCloseDate:
        type: string
        description: Close date for the resulting Opportunity (YYYY-MM-DD).
      opportunityStage:
        type: string
        description: Stage name for the resulting Opportunity.
  steps:
  - stepId: createLead
    description: Capture the inbound Lead record.
    operationId: createSObjectRecord
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: sObjectName
      in: path
      value: Lead
    requestBody:
      contentType: application/json
      payload:
        LastName: $inputs.leadLastName
        FirstName: $inputs.leadFirstName
        Company: $inputs.leadCompany
        Email: $inputs.leadEmail
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      leadId: $response.body#/id
  - stepId: createAccount
    description: Create the Account the Lead converts into, named after the Lead company.
    operationId: createSObjectRecord
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: sObjectName
      in: path
      value: Account
    requestBody:
      contentType: application/json
      payload:
        Name: $inputs.leadCompany
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      accountId: $response.body#/id
  - stepId: createContact
    description: Create the converted Contact linked to the new Account.
    operationId: createSObjectRecord
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: sObjectName
      in: path
      value: Contact
    requestBody:
      contentType: application/json
      payload:
        LastName: $inputs.leadLastName
        FirstName: $inputs.leadFirstName
        Email: $inputs.leadEmail
        AccountId: $steps.createAccount.outputs.accountId
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      contactId: $response.body#/id
  - stepId: createOpportunity
    description: Open the Opportunity that the converted Lead produces.
    operationId: createSObjectRecord
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: sObjectName
      in: path
      value: Opportunity
    requestBody:
      contentType: application/json
      payload:
        Name: $inputs.leadCompany
        AccountId: $steps.createAccount.outputs.accountId
        CloseDate: $inputs.opportunityCloseDate
        StageName: $inputs.opportunityStage
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      opportunityId: $response.body#/id
  - stepId: markLeadConverted
    description: Update the Lead Status to a converted value to close the loop.
    operationId: updateSObjectRecord
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: sObjectName
      in: path
      value: Lead
    - name: recordId
      in: path
      value: $steps.createLead.outputs.leadId
    requestBody:
      contentType: application/json
      payload:
        Status: $inputs.convertedStatus
    successCriteria:
    - condition: $statusCode == 204
  outputs:
    leadId: $steps.createLead.outputs.leadId
    accountId: $steps.createAccount.outputs.accountId
    contactId: $steps.createContact.outputs.contactId
    opportunityId: $steps.createOpportunity.outputs.opportunityId