Automatic Lead-convert in Salesforce
The following example will show you how to setup an automatic lead-convert process with a custom convert criteria.
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.