Basic Example Code

global class DefaultConvert implements dupcheck.dc3Plugin.InterfaceConvert {

    global void beforeConvert(Database.LeadConvert leadConvertData) {
        // YOUR CUSTOM CODE
        System.debug('beforeConvert called with LeadConvert data: ' + leadConvertData);
        System.debug('Lead ID: ' + leadConvertData.getLeadId());
        System.debug('Converted Status: ' + leadConvertData.getConvertedStatus());
        return;
    }

    global void convertFailed(Database.LeadConvert leadConvertData, dupcheck.dc3Exception.ConvertException exceptionData) {
        // YOUR CUSTOM CODE
        System.debug('convertFailed called for LeadConvert data: ' + leadConvertData);
        System.debug('Exception: ' + exceptionData.getMessage());
        return;
    }

    global void afterConvert(Database.LeadConvertResult leadConvertResult, Task taskData) {
        // YOUR CUSTOM CODE
        System.debug('afterConvert called with LeadConvertResult: ' + leadConvertResult);
        System.debug('Conversion Success: ' + leadConvertResult.isSuccess());
        System.debug('Account ID: ' + leadConvertResult.getAccountId());
        System.debug('Contact ID: ' + leadConvertResult.getContactId());
        System.debug('Opportunity ID: ' + leadConvertResult.getOpportunityId());
        if (taskData != null) {
            System.debug('Task created during conversion: ' + taskData);
        }
        return;
    }
}

Example 1: Send a notification to current Contact owner

This code example sends a notification to the current Contact owner, indicating that a Lead was converted into a Contact they own.

Required steps in Salesforce setup

Create a Custom Notification with the API Name ConvertNotification at Setup -> Notification Builder -> Custom Notifications.
Enable Users to receive notifications.

global class NotifyConvertPlugin implements dupcheck.dc3Plugin.InterfaceConvert {
    // Static variables to hold Lead details for use after conversion
    private static Id convertedLeadId;
    private static String convertedLeadName;
    private static String convertedLeadSource;
    
    global void beforeConvert(Database.LeadConvert leadConvertData) {
        System.debug('--- beforeConvert START ---');
        
        // Store Lead Id for later use
        convertedLeadId = leadConvertData.getLeadId();
        
        // Retrieve basic Lead details (Name and Lead Source)
        Lead leadRec = [SELECT Id, Name, LeadSource FROM Lead WHERE Id = :convertedLeadId LIMIT 1];
        convertedLeadName = leadRec.Name;
        convertedLeadSource = leadRec.LeadSource;
        
        System.debug('Stored Lead ID: ' + convertedLeadId);
        System.debug('Stored Lead Name: ' + convertedLeadName);
        System.debug('Stored Lead Source: ' + convertedLeadSource);
        System.debug('--- beforeConvert END ---');
    }
    
    global void convertFailed(Database.LeadConvert leadConvertData, dupcheck.dc3Exception.ConvertException exceptionData) {
        System.debug('--- convertFailed ---');
        System.debug('LeadConvert Object: ' + leadConvertData);
        System.debug('Exception Message: ' + exceptionData.getMessage());
    }
    
    global void afterConvert(Database.LeadConvertResult leadConvertResult, Task taskData) {
        System.debug('--- afterConvert START ---');
        
        if (leadConvertResult.isSuccess()) {
            Id contactId = leadConvertResult.getContactId();
            if (contactId != null) {
                // Retrieve the converted Contact record and its owner
                Contact con = [SELECT Id, Name, OwnerId FROM Contact WHERE Id = :contactId LIMIT 1];
                User contactOwner = [SELECT Id, Name FROM User WHERE Id = :con.OwnerId LIMIT 1];
                
                // Build the notification message details
                String notificationTitle = 'A new Lead was converted into a Contact you own: ' + convertedLeadName;
                String messageBody = 'Lead "' + convertedLeadName + '" (ID: ' + convertedLeadId +
                    ', Source: ' + convertedLeadSource +
                    ') was successfully converted. View Contact: ' + con.Name;
                
                // Query the custom notification type used for notifications
                CustomNotificationType cnt = [SELECT Id FROM CustomNotificationType WHERE DeveloperName = 'ConvertNotification' LIMIT 1];
                
                // Create and send the custom notification
                Messaging.CustomNotification notification = new Messaging.CustomNotification();
                notification.setNotificationTypeId(cnt.Id);
                notification.setTitle(notificationTitle);
                notification.setBody(messageBody);
                notification.setTargetId(con.Id);
                notification.setSenderId(UserInfo.getUserId());
                
                // Send notification to the Contact Owner
                notification.send(new Set<String>{ String.valueOf(contactOwner.Id) });
                
                System.debug('Notification sent to Contact Owner: ' + contactOwner.Name);
            } else {
                System.debug('No Contact was created in the conversion result.');
            }
        } else {
            System.debug('Lead conversion failed.');
        }
        
        System.debug('--- afterConvert END ---');
    }
}

Example 2: Create a log on the Contact record of all Leads converted into that Contact

This plugin tracks every lead that is converted into a specific contact. It captures basic lead details before conversion (Name, LeadSource and Date&Time of conversion) and, after a successful conversion, appends a formatted log entry to the contact’s Description field, preserving any existing log data.

global class LeadConversionLogger implements dupcheck.dc3Plugin.InterfaceConvert {
    // Store lead details keyed by Lead Id for use after conversion
    private static Map<Id, LeadInfo> leadInfoMap = new Map<Id, LeadInfo>();
    // Store the current Lead Id being processed
    private static Id currentLeadId;
    
    // Inner class to hold basic Lead information
    public class LeadInfo {
        public String firstName;
        public String lastName;
        public String leadSource;
    }
    
    global void beforeConvert(Database.LeadConvert leadConvertData) {
        System.debug('--- beforeConvert START ---');
        
        // Capture the Lead Id from the conversion data and store it statically
        currentLeadId = leadConvertData.getLeadId();
        // Query the Lead to get basic details
        Lead leadRec = [SELECT Id, FirstName, LastName, LeadSource FROM Lead WHERE Id = :currentLeadId LIMIT 1];
        
        // Store the details in our LeadInfo map
        LeadInfo info = new LeadInfo();
        info.firstName = leadRec.FirstName;
        info.lastName = leadRec.LastName;
        info.leadSource = leadRec.LeadSource;
        leadInfoMap.put(currentLeadId, info);
        
        System.debug('Stored Lead Info for Id: ' + currentLeadId);
        System.debug('--- beforeConvert END ---');
    }
    
    global void convertFailed(Database.LeadConvert leadConvertData, dupcheck.dc3Exception.ConvertException exceptionData) {
        System.debug('--- convertFailed ---');
        System.debug('Conversion failed for Lead Id: ' + leadConvertData.getLeadId());
        System.debug('Exception: ' + exceptionData.getMessage());
    }
    
    global void afterConvert(Database.LeadConvertResult leadConvertResult, Task taskData) {
        System.debug('--- afterConvert START ---');
        
        if (leadConvertResult.isSuccess()) {
            Id contactId = leadConvertResult.getContactId();
            if (contactId != null && currentLeadId != null && leadInfoMap.containsKey(currentLeadId)) {
                // Retrieve the Contact to update the Description field
                Contact con = [SELECT Id, Description FROM Contact WHERE Id = :contactId LIMIT 1];
                
                // Get stored Lead information
                LeadInfo info = leadInfoMap.get(currentLeadId);
                String currentDateTime = DateTime.now().format();
                
                // Build the log string in the specified format
                String logEntry = 'Lead: ' + info.firstName + ' ' + info.lastName +
                                  ' (Source: ' + info.leadSource + ', ID: ' + currentLeadId +
                                  ') was converted into this Contact at ' + currentDateTime;
                
                // Append the new log entry on a new line to any existing Description content
                if (con.Description == null) {
                    con.Description = logEntry;
                } else {
                    con.Description += '\n' + logEntry;
                }
                
                update con;
                System.debug('Updated Contact (Id: ' + contactId + ') Description with log entry: ' + logEntry);
            } else {
                System.debug('No Contact Id returned or Lead information missing.');
            }
        } else {
            System.debug('Lead conversion was not successful.');
        }
        
        // Clear the static variables for next conversion
        currentLeadId = null;
        leadInfoMap.clear();
        System.debug('--- afterConvert END ---');
    }
}

Example 3: Override the Contact Email with the Lead Email during conversion

This plugin overrides the converted Contact’s email address by updating it with the original Lead’s email after a successful conversion. This deviates from the standard convert logic, which always retains information from the Contact over the Lead.

global class OverrideEmailConvertPlugin implements dupcheck.dc3Plugin.InterfaceConvert {
    // Store the Lead email for use after conversion
    private static String leadEmail;
    private static Id currentLeadId;
    
    global void beforeConvert(Database.LeadConvert leadConvertData) {
        System.debug('--- beforeConvert START ---');
        
        // Capture the Lead Id and query the Lead to get the email
        currentLeadId = leadConvertData.getLeadId();
        Lead leadRec = [SELECT Id, Email FROM Lead WHERE Id = :currentLeadId LIMIT 1];
        leadEmail = leadRec.Email;
        
        System.debug('Stored Lead Id: ' + currentLeadId);
        System.debug('Stored Lead Email: ' + leadEmail);
        System.debug('--- beforeConvert END ---');
    }
    
    global void convertFailed(Database.LeadConvert leadConvertData, dupcheck.dc3Exception.ConvertException exceptionData) {
        System.debug('--- convertFailed ---');
        System.debug('Conversion failed for Lead Id: ' + leadConvertData.getLeadId());
        System.debug('Exception: ' + exceptionData.getMessage());
    }
    
    global void afterConvert(Database.LeadConvertResult leadConvertResult, Task taskData) {
        System.debug('--- afterConvert START ---');
        
        if (leadConvertResult.isSuccess()) {
            Id contactId = leadConvertResult.getContactId();
            if (contactId != null && leadEmail != null) {
                // Retrieve the converted Contact record
                Contact con = [SELECT Id, Email FROM Contact WHERE Id = :contactId LIMIT 1];
                System.debug('Original Contact Email: ' + con.Email);
                
                // Override the Contact's email with the Lead's email
                con.Email = leadEmail;
                update con;
                System.debug('Updated Contact Email to: ' + leadEmail);
            } else {
                System.debug('No Contact was created or Lead Email not available.');
            }
        } else {
            System.debug('Lead conversion was not successful.');
        }
        
        // Clear static variables for next conversion
        currentLeadId = null;
        leadEmail = null;
        System.debug('--- afterConvert END ---');
    }
}