The following example will show you how to setup an automatic lead-convert process with a custom convert criteria.
Did you ever wanted to offer your clients an upsell or cross sell deal? Did you ever wanted to see the key insights of a multi-accounts customer? CrAccount Hierarchy / Customer view in your salesforce today!
The following example will show you how to setup a fuzzy duplicates list-view with a mass-merge option using a formula within Salesforce.
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