Mass Convert Leads in Salesforce using Standard Reports

1. Mass Convert Leads in Salesforce using
Standard Reports
In our latest blog post, we focus on a critical aspect of Salesforce functionality:
Lead Conversion. Specifically, we’ll explore an efficient method of mass lead
conversion utilizing the power of Salesforce’s standard reports.
In the world of sales and customer relationship management, converting leads is a
pivotal step towards building a robust pipeline and ultimately driving revenue.
Salesforce, with its extensive set of features, provides a streamlined process for
lead conversion. However, mastering the art of mass lead conversion can
significantly enhance your productivity and save valuable time.
To guide you through this process, we draw inspiration from a valuable resource —
the Bulk Object Field Creator (BOFC) tool. We’ll break down the steps, share tips,
and highlight the benefits of using standard reports to perform bulk lead
conversion effortlessly.
Whether you’re a seasoned Salesforce user looking to optimize your workflow or a
newcomer seeking a comprehensive understanding of lead conversion, our blog
aims to be your go-to resource.
Let’s embark on this journey together, as we unlock the potential of Salesforce
and revolutionize your lead conversion strategy.

2. Idea
When a Prospect (or Lead) is converted in Sales Process, it is converted to
Account, Contact and Opportunity. This process is performed manually on each
Lead record by clicking “Convert” button at lead level, which is a time-consuming
and a monotonous job for Salesforce developers and admins.
In order to convert 100 or 200 or 500 leads, such requests require a couple of
days of effort.
Solution
Bulk Object Field Creator (BOFC) is a native Force.com app designed to help you
overcome the above situation. BOFC can easily convert mass number of Leads in
few simple clicks.
Quite.Easily.Done
BOFC application can convert 500+ Lead records in just 10–15 minutes. This
would help users save time, reduce manual effort and increase productivity. BOFC
application has a simple user interface which is extremely self-explanatory and
easy to use.
MajorFeatures for BulkLead Conversion includes:
1. User can filter leads using Standard Report
2. User can choose option to either “Create new account” or “Assign lead
to existing account”
3. User can choose option to either Create or Skip opportunity creation.

3. 4. User can choose option to choose Lead Owner for single or multiple
leads
5. Error And Validation Support- Application effectively guides user in lead
conversion and provide error description.
6. Columns are enabled or disabled depending upon option selected
Note:
To avail this feature, kindly make sure you have installed the latest version of the
application. You can upgrade your package using either of two ways:
In Salesforce, go to “BOFC Home > Settings > App Version > Click to Upgrade” —
or —
1. Refer the below button to quickly upgrade your package to the latest
version and explore its complete benefits:
Click here to install the latest version of BOFC
Steps to ConvertMassnumberofleads usingStandard Report in fewclicks:
1. Goto BOFC Application and open “Bulk Lead Conversion” page

4. 2. It will open this page for Lead conversion
3. Select “Use Salesforce Report”: Once this option is selected, it will enable
option to enter Report ID or name on lead conversion page (as shown below).
Here user can go to standard Reports Tabs and can select the Salesforce Standard
Report on Leads to use for Lead Conversion

5. • Use Salesforce Standard Report: In this option, if a user has a
Salesforce report of leads which are NOT converted, then they can
directly use the report ID or report name and fetch those leads. (make
sure first column of report is “Lead ID” and “Converted=false” as
report filter. Check this sample screenshot.
4. Once “Report ID or name” is filled, user will have two options to proceed
further:
• Do you want to Convert Leads in Bulk WITH an option for a user to
select list of Leads or select/change any field value? — — In this
option, the application which display list of leads which are listed in the
report and will allow user to select any specific Leads, or change
account options (create new or use existing), or allow user to (create or
not create) new opportunities, or align new owner. (Refer steps 5 to 8)

6. • Do you want to Convert Leads in Bulk WITHOUT an option for an user
to select any Lead or select/change any field value? — — In this
option, the application which won’t display list of leads which are listed
in the report and but it assumes that all the Leads needs to be
Converted. In this option user have account options (create new or use
existing), or allow user to (create or not create) new opportunities, or
align new owner. (Refer steps 9 to 10)
We will go through both the options one by one.
5. Once “Report ID or name” is filled and User selects first action, click on “Run
Report & Show List of Leads” button.
Once button is clicked, it will display below screen with Lead records (in form of
table):

7. Above image has few features (each number has its description as below):
1. User needs to select lead rows once all the mandatory fields are filled
2. This column display the status for lead conversion
3. Lead columns (Lead name and Company)
4. User can avoid creating new account and can attach lead to existing
account.
5. User can create request for new account at lead conversion
6. Creating Opportunity is Optional. If selected, it will create opportunity
at the time of lead conversion.
7. If “New Opportunity” is checked, then Opportunity name field is
enabled, otherwise it will be disabled.
8. Pagination: Each page shows 80 lead records. User can navigate to next
or previous or first or last pages using this navigation

8. 9. When lead is converted, lead fields are mapped to Account, Contact
and Opportunity fields. In order to review or modify field mappings,
click this button and it will display the Standard Lead mapping page.
10. Once user has selected the lead rows, it can click “Convert Bulk Leads
using Standard Conversion” button to convert all the selected lead
rows
6. Select lead rows & verify all the details in required columns or remove error(if
any).
7. Click “Convert Bulk Leads using Standard Conversion” button to convert
selected lead row records. Once clicked, it will show a status popup:

9. In this popup, it shows stats for “how many records are to be processed, how
many are converted, failed. Once the status is completed, click on Close button.
8. Once the close button is clicked, it will show “Success or Error” status message
in-front of each row.
• Green means — Lead row converted successfully
• Red means — Lead row error out with some error message

10. 9. Once “Report ID or name” is filled and User selects Second action, it will
display few questions for user to answer.
Above image has few features (each number has its description as below):
1. User can select the account to which new leads will be attached to, or
they can leave it blank in order to create new account
2. Creating Opportunity is Optional. If selected, it will create opportunity
at the time of lead conversion.
3. User can assign new Owner for new Accounts, Contacts and
Opportunity. If left blank, it will assign current logged in user.
4. When lead is converted, lead fields are mapped to Account, Contact
and Opportunity fields. In order to review or modify field mappings,
click this button and it will display the Standard Lead mapping page.
5. Once ready, click on “Convert Bulk Leads using Standard Conversion”
button to convert all the lead records.

11. 10. Click “Convert Bulk Leads using Standard Conversion” button to convert
selected lead row records. Once clicked, it will show a status popup:
In this popup, it shows stats for “how many records are to be processed, how
many are converted, failed. Once the status is completed, click on Close button
and your leads are converted.
Have a look at step by step detailed video to “Bulk Lead Conversion using
Standard Lead Report”
Check out other methods to use BOFC other Lead Conversion Methods:
1. BULK Lead Conversion directly on ALL Non-Converted Leads in
Salesforce
2. BULK Lead Conversion using XLS or CSV in few clicks