Admin Hack: Auto Convert Leads to Salespeople

Salesforce MVP, Rakesh Gupta, has shared his great hack for auto converting leads to salespeople.

Please submit your hacks to us as well, and we’ll feature them on the blog.

“When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity.

In short, once the lead status has reached a certain stage, it can be qualified as a potential. On conversion, all the lead details are transferred in creating an account, contact and optionally an opportunity.

Lead conversion process is a manual process, if you want to automate it then you have to use Apex code.

Business Use case :Kline is working as System administrator in Universal Container. She has received a requirement a to auto convert a lead (only create an account and contact), when Lead Rating changed to Hot.

The full process is laid out in this article that will help you to understand how to automate lead conversion process using the Process Builder.”