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How To Perform Bulk Lead Conversion In Salesforce?

BOFC application can help admins or devs to convert mass number of Leads, it has three options using which user can select the leads which needs to be converted. Such as Use Salesforce Standard Report, Import Lead IDs using XLS file and Show All Leads which are not converted.

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How To Perform Bulk Lead Conversion In Salesforce?

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  1. How To Perform Bulk Lead Conversion In Salesforce?Using

  2. 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

  3. Introduction of BOFC 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... • BOFC (Bulk Object Field Creator) is a native force.com application designed for developers & admins to perform Bulk CRUD operations in few clicks.

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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-formatedxls 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

  9. For More Queries Contact Us Follow Us On +91 9953170767 0129-4032277 support@tech9logy.com www.bofc.io

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