Salesforce: Advanced Lead Conversion Using Process Builder

DOUG AYERSSenior Developer / Architect at Virsys12Organize Salesforce Developer Group5x Developer CertificationsTweet @DouglasCAyersBlog at douglascayers.comCode at github.com/douglascayers

DISCUSSIONWhat are Leads?What is Lead Conversion?What happens in Standard Lead Conversion?What doesn’t happen in Standard Conversion?Advanced Lead Conversion

WHAT ARE LEADS?

WHAT IS LEAD CONVERSION?

STANDARD LEAD CONVERSIONAccount and Contact Created (or Updated)Opportunity and Task Created (Optional)Tasks & Activities move to Account/ContactNotes & Attachments move to AccountStandard fields map to standard fieldsCustom fields can map to custom fields only

LIMITS OF STANDARD CONVERSIONChatter ConversationsLimited Field MappingsRecord TypesCustom Related Lists

VOTE EARLY, VOTE OFTEN!

https://success.salesforce.com/ideaview?id=08730000000Bra8AAC

ADVANCED LEAD CONVERSION

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wiMjEAI

ADVANCED LEAD CONVERSIONProcess BuilderMap ANY fieldCustom Related ListsCreate RecordsInvoke FlowInvoke Apex

ADVANCED LEAD CONVERSION