BOFC application can help admins or devs to convert mass number of Leads, it has three options using which user can select the leads which needs to be converted. Such as Use Salesforce Standard Report, Import Lead IDs using XLS file and Show All Leads which are not converted.
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How to perform bulk lead conversion in salesforce
1.
2. Highlights
Introduction to BOFC
Features and Benefits of Bulk Lead
Conversion
Bulk Lead Conversion using Standard
Salesforce
Bulk Lead Conversion directly on ALL
Non-Converted Leads
Bulk Lead Conversion using XLS or CSV
3. Introduction of BOFC
Key Features
Perform Bulk CRUD metadata operations on Objects and Fields
Clone Objects, Fields across same or external orgs
Compare/Export Multiple Profiles and Permission Sets
Assign Rules, Validation Rules and Workflow Rules
Export Multiple Page-Layouts and many more...
BOFC (Bulk Object Field Creator) is a native force.com
application designed for developers & admins to perform Bulk
CRUD operations in few clicks.
4.
5. Bulk Lead Conversion In
Salesforce
Bulk Object Field Creator (BOFC) is a native Force.com app
designed to help admins or devs to convert mass number of
Leads in few simple clicks.
Admins can use three different options to select the
leads which needs to be converted:
Use Salesforce Standard Report: Click Here
Import Lead IDs using XLS file: Click Here
Show All Leads which are not converted: Click Here
6. Major Features for Bulk Lead
Conversion
User can filter leads using Standard Report
User can choose option to either “Create new
account” or “Assign lead to existing account”
User can choose option to either Create or Skip
opportunity creation.
User can choose option to choose Lead Owner for
single or multiple leads
Error And Validation Support- Application effectively
guides user in lead conversion and provide error
description.
Columns are enabled or disabled depending upon
option selected
7. Bulk Lead Conversion using
Standard Salesforce
BOFC application help admins from not doing manual task 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.
BOFC can easily convert mass number of Leads in few simple
clicks.
Explore Steps to Convert Mass number of leads using Standard
Report
8.
9. Bulk Lead Conversion All Leads
which are not converted
BOFC application help admins from not doing manual task 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 this option, it will display 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?
Do you want to Convert Leads in Bulk WITHOUT an
option for an user to select any Lead or select/change
any field value?
Explore Steps to Convert All Leads which are not converted
10.
11. Bulk Lead Conversion Using XLS
Or CSV
BOFC application help admins from not doing manual task 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 this option, user can upload lead using a pre-formated
xls or csv template. User can download template and then
can upload its lead file once ready.
Explore Steps to Convert Mass number of leads using XLS or CSV
12. For More Queries
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