Idea
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.
In order to convert 100 or 500 or 500+ leads, such requests require a couple of days of effort.
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.
In order to convert 100 or 500 or 500+ leads, such requests require a couple of days of effort.
Solution
Bulk Object Field Creator (BOFC) is a native Force.com app designed to help you overcome the above situation. BOFC can easily convert mass number of Leads in few simple clicks.
Quite.Easily.Done
BOFC application can convert 500+ Lead records in just few minutes. 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.
Ways to Convert Mass number of leads in few clicks:
1. Goto BOFC Application and open "Bulk Lead Conversion" page
2. It will open this below page for Lead conversion
3. This page has three options using which user can select the leads which needs to be converted
3. This page has three options using which user can select the leads which needs to be converted
- Use Salesforce Standard Report: In this option, User can use Standard Salesforce report to fetch leads (which are NOT converted). They can directly use the report ID or report name. (Note: Make sure first column of report is "Lead ID" and "Converted=false" as report filter). Check this sample screenshot.
- Import Lead using XLS file: In this option, user can upload the Leads (which needs to be converted) using a pre-formated xls or csv template. User can download template and then can upload lead file once ready.
- Show All Leads which are not converted: In this option, system will display all the leads which are not converted in the order of Lead name.
4. We have detailed separate Blog & Video for each type of method, explained in step 3
Use Salesforce Standard Report
Blog: https://atocloud.blogspot.com/2020/04/how-to-perform-bulk-lead-conversion.html
Video:
Import Lead using XLS file
Blog: https://atocloud.blogspot.com/2020/04/how-to-perform-bulk-lead-conversion_9.html
Show All Leads which are not converted
Blog: https://atocloud.blogspot.com/2020/04/how-to-perform-bulk-lead-conversionallnoncovertedLeads.html
Check out Appexchange Link for BOFC:
