Mass Lead Convert in Salesforce lightning LEX

The following example will show you how preforms bulk lead convert in Salesforce lightning (LEX).

The below process can convert multiple leads records in bulk and merge them with existing/matching contacts & accounts (the app uses the lead's email & company name to find existing/matching contacts & accounts).
This process pulls all the lead's fields & related information automatically places/merge it the with the right record...

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Mass Convert leads in Salesforce lightning

The easiest way to convert and merge multiple leads in bulk - Mass Convert Leads

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.

The easiest mass convert & merge tool ever created for Salesforce  - DEDUP-Manager™:

by Rene Ford

1. Avoid from creating duplicate contacts: the tool offer you the option to find existing contact by using the lead's email address as reference.
2. Avoid from creating duplicate accounts: the tool offer you the option to find existing account by using the lead's company name reference.
3. 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.
4. Create new opportunity: the tool offer you the option to create new opportunity for the new contacts in mass.
5. Changing the owner: the tool allow you to specify a new owner or to use the lead-owner for the new leads, accounts & opportunities.
6. Lead Status: the tool allow you to change the lead's status for the converted leads in mass.
7. 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...

Mass Convert in action

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Tags: mass convert, mass merge, mass update, bulk update, mass update Salesforce