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.
The following is a step-by-step guide that explain how to set a new field value in bulk using a custom formula on a subset of your records / all records (without coding).
To stop duplicate contacts, accounts and leads from entering Salesforce do the following:
You can stop users from creating duplicates by creating a duplicate rules inside Salesforce. this process is usully not recommnded for leads, cases and other use cases.
Add custom colors, images & style to your Salesforce’s grids and lists with ease with Smart-Mass-Update / Smart-Tables for Salesforce. Just follow the steps in the video and add your custom conditional design to your grids.
If you are looking for an app that can perform mass actions on data stored in database.com then you reached the right place.