This is a follow up to my earlier blog post about "How to Preserve Related Lists and Chatter on Lead Conversion". In this presentation I talk about the larger picture of how we can use Process Builder to customize and enhance the standard lead conversion process to create your own advanced lead conversion process that gives you ability to: * Map ANY standard or custom lead field to ANY standard or custom account, contact, and opportunity field -- not just the fields the Setup page allows you * Assign account, contact, and opportunity record types based on any lead criteria * Create follow-up tasks when leads are converted * Send email alerts or chatter posts to alert specific groups about newly converted accounts or opportunities * Launch Flow or Apex to perform advanced tasks like batch processing or calling out to third-party systems to register new accounts with ERP system https://douglascayers.wordpress.com/2016/06/26/advanced-lead-conversion-with-process-builder/

2. DOUG AYERS
Senior Developer / Architect at Virsys12
Organize Salesforce Developer Group
5x Developer Certifications
Tweet @DouglasCAyers
Blog at douglascayers.com
Code at github.com/douglascayers

3. DISCUSSION
What are Leads?
What is Lead Conversion?
What happens in Standard Lead Conversion?
What doesn’t happen in Standard Conversion?
Advanced Lead Conversion

4. WHAT ARE LEADS?

5. WHAT IS LEAD CONVERSION?

6. STANDARD LEAD CONVERSION
Account and Contact Created (or Updated)
Opportunity and Task Created (Optional)
Tasks & Activities move to Account/Contact
Notes & Attachments move to Account
Standard fields map to standard fields
Custom fields can map to custom fields only

7. LIMITS OF STANDARD CONVERSION
Chatter Conversations
Limited Field Mappings
Record Types
Custom Related Lists

8. VOTE EARLY,VOTE OFTEN!
https://success.salesforce.com/ideaview?id=08730000000Bra8AAC

10. ADVANCED LEAD CONVERSION
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wiMjEAI

11. ADVANCED LEAD CONVERSION
Process Builder
Map ANY field
Custom Related Lists
Create Records
Invoke Flow
Invoke Apex

12. ADVANCED LEAD CONVERSION