Bulk Lead Conversion With BOFC - PowerPoint PPT Presentation

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Bulk Lead Conversion With BOFC

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With Bulk Object Field Creator user can convert a mass number of Leads (such as 100 or 200 or 500 leads) in few simple clicks. – PowerPoint PPT presentation

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Title: Bulk Lead Conversion With BOFC


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Introduction to Bulk Lead Conversion With BOFC
  • 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.
  • With Bulk Object Field Creator user can convert a
    mass number of Leads (such as 100 or 200 or 500
    leads) in few simple clicks. 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.

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Major Features for Bulk Lead Conversion
  1. Mass Convert Lead records using Standard Lead
    Conversion mapping in a few clicks
  2. User can filter leads using Standard Report, XLS
    or CSV. or direct
  3. Supports CSV, XLS, and XLSX Format- Drag Drop a
    CSV or XLS or XLSX files which contains a list of
    lead records
  4. User can choose the option to either Create new
    account or Assign lead to exist account
  5. User can choose an option to choose Lead Owner
    for single or multiple leads
  6. Error And Validation Support- Application
    effectively guides a user in lead conversion and
    provide error description.

5
Steps to Convert Mass number of leads in few
clicks
  • Step 1 Goto BOFC Application and open Bulk Lead
    Conversion page

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  • Step 2 It will open this page for Lead conversion
  • Here user can view Leads which are not
    converted using 3 options
  • Use Salesforce Standard Report
  • Import Lead IDs using XLS file
  • Show All Leads which are not converted

7
  • Step 3 Once any of above three options is
    selected (as briefed in step 2), it will display
    below screen with Lead records which are not
    converted.

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  • Step 4 Select lead rows verify all the details
    in required columns or remove error(if any).
  • Step 5 Click Convert Bulk Leads using Standard
    Conversion button to convert selected lead row
    records.

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  • Step 6 Once the convert action is completed, 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

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