Skip to content

mhamzas/sfdc-auto-convert-leads-process

 
 

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

14 Commits
 
 
 
 
 
 
 
 
 
 

Repository files navigation

Auto Convert Leads using Process Builder or Flow

#Update : Aug 2019

  • Added Functionality to use existing account and contacts in lead conversion.

Convert Leads into Accounts, Contacts, and (optional) Opportunities on-demand according to your criteria. This solution includes one apex class and its unit test. See below instructions for setting this up with Process Builder or Flow to automate your lead conversion needs.

Deploy to Salesforce

Preview - Process Builder

Deploy to Salesforce

Usage

The invocable apex class in this repository can be called from either Process Builder or Flow to fit into your business automation requirements.

Process Builder

TODO

https://help.salesforce.com/articleView?id=process_action_apex.htm

Flow

TODO

https://developer.salesforce.com/docs/atlas.en-us.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_designer_elements_apex_invocable.htm

About

Convert Leads into Accounts, Contacts, and (optional) Opportunities on-demand using Process Builder

Resources

License

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published

Languages

  • Apex 100.0%