The following example will show you how to setup an automatic lead-convert process with a custom convert criteria.
The following auto lead convert process does not create duplicate contacts / accounts (it uses to lead's email & company name to find existing contacts & accounts - similar to our mass convert actions).
You can disable/enable the auto-duplicate detection and the creation of new opportunities (disabled by default)...
Creating an automated lead conversion process with a custom convert criteria:
The following example will show you how to set a new field value in mass by using a custom formula on a subset of your records / all your records (across all the list-pages). The following process can work on any object & field - we built the following example for a custom "SLA" field located under the standard Account object.
Creating a custom formula & using it in Mass:
1. Optional Step: Backup your data via Setup>Data Management>Data Export (you will be able to revert / compare)
2. Create an update-action-process using Salesforce's process builder and add the desired formula to populate your field (setup>create>Workflow & Approvals>Process Builder> use the update record action):
3. Go to smart-mass-update>accounts tab & click on the mass update button:
Before the update:
Choose the same field you chose in step#2 & mass update all the rows (grid filters will be respected):
The result:
5. Disable the process/flow - in case you don't need that for all the rows.
The following example will show how to dedupe your data by using a custom formula (10 chars from the name + 5 chars from the phone number). In case you only need to you add a second field to the de-duplication report/process then just change the grouping statement (e.g. "group by name, phone" under custom settings).
Creating a custom formula to de-duplicate your data:
1. Create a custom text field (250 chars) for the relevant object via via setup>"object name">fields>create custom field .... in the following example I will use the account object and I will create a custom field named "SLA Serial number".
2. Build the formula to populate your field via process builder (setup>create>Workflow & Approvals>Process Builder> use the update record action):
3. Go to smart-mass-update>accounts tab & mass update the "SLA Serial number" field:
Before the update:
Choose the field & mass updating all the rows (filters will be respected):
The mass update result:
4. Create a custom dedup tab - follow the below video and use your new custom field (instead of website):
https://www.youtube.com/watch?v=bQ-ee2jO0w4
5. Once you verified that the formula separates your data to "right" duplicates row-sets then you can start to mass-merge those duplicates groups (mass merging starts at 00:23):
Add custom colors, images & style to your Salesforce's grids with ease with Smart-Mass-Update / Smart-Tables for Salesforce. Just follow the steps in the video and add your custom conditional design to your grids.
The weekend is approaching and you have a lot of leads that you need to convert into new contacts/accounts or merge them with existing contacts/accounts. Instead of doing the hard & manual work by yourself what you need is a tool that will convert & merge those leads in bulk into new / existing contacts i.e. without creating duplicate records.
Avoid from creating duplicate contacts: the tool offer you the option to find existing contact by using the lead's email address as reference.
Avoid from creating duplicate accounts: the tool offer you the option to find existing account by using the lead's company name reference.
Use the lead's information in an optimal way: Transfer the lead's data / related information (tasks/events/notes/etc) to the new contact / account.
Create new opportunity: the tool offer you the option to create new opportunity for the new contacts in mass.
Changing the owner: the tool allow you to specify a new owner or to use the lead-owner for the new leads, accounts & opportunities.
Lead Status: the tool allow you to change the lead's status for the converted leads in mass.
Mass Update / Edit the converted records: Mass Update / Edit the converted records in bulk as a touch-up, or even use the mass create options to create new tasks /events/ sub-records...
