How To Perform Bulk Lead Conversion In Salesforce?

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How To Perform Bulk Lead Conversion In
Salesforce?Using
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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
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Introduction of BOFC
BOFC (Bulk Object Field Creator) is a native
force.com application designed for developers
admins to perform Bulk CRUD operations in few
clicks.

• 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...

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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

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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

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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

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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

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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

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