Package Info

The Template Converter package is an add on to the Nonprofit Starter Pack, a set of managed packages made available to nonprofits.

This should be treated as Alpha software

Early reports are that it works but is temperamental. If you click the "select" button twice all hell breaks loose. Fices coming.

What it does:

For all contacts on this account:
- Create a new Account based on the Contact
- Update the Contact so that the Step_1_Complete__c field = true
For all accounts where the Step_2_Complete__c field = false :
- Update the Contact for this Account to be related to this Account,
- Update the Account so that Step_2_Complete__c = true
For all opptyContactRoles where the Oppty.Account = this account and IsPrimary=true
- Update the Oppty.Account to that of the Account of the Contact on the role

This package is not a part of the Nonprofit Starter Pack and can be installed as a managed package.

Package Contents

[--Steve Andersen 08:38, 3 June 2009 (PDT) Not available at this time...]

Open issues
Fixed issues
The Step 3 Complete field is not filled in during the conversion. This would be helpful when doing a post-mortem analysis of converted opportunities.
A couple reports for pre and post conversion snapshots would be useful.
Use the converting from account's record type instead of the user's default when creating new one-to-one accounts.
The Account._SYSTEM: IsIndividual is not checked during the conversion. This would also be helpful when doing a post-mortem and consistent with the one-to-one account functionality of Package 1.