Category: Mass Convert

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Tackling Duplicate Leads and Contacts in Salesforce

Salesforce is a powerful customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service activities efficiently. However, like any CRM system, Salesforce is only as effective as the data it contains. Duplicate leads and contacts can undermine the accuracy of your data and negatively impact your sales and marketing efforts.…
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mass convert all leads for salesforce

Mass Lead Convert in Salesforce lightning LEX

The following example will show you how preforms bulk lead convert in Salesforce lightning (LEX). The below process can convert multiple leads records in bulk and merge them with existing/matching contacts & accounts (the app uses the lead’s email & company name to find existing/matching contacts & accounts).

Automatic Lead-convert in Salesforce

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

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