1 / 5

Converting Mass Leads in Salesforce with BOFC

Converting Mass Leads in Salesforce with BOFC

salesforcebofc
Download Presentation

Converting Mass Leads in Salesforce with BOFC

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Guide : Converting Mass Leads in Salesforce with BOFC In today’s competitive business landscape, managing leads efficiently is crucial for driving revenue and growth. Salesforce, one of the world’s leading Customer Relationship Management (CRM) platforms, offers a robust set of tools to help businesses manage their leads effectively. One of the challenges many organizations face is converting a large number of leads into opportunities and ultimately, into customers. This is where the Bulk Object Field Creator (BOFC) comes into play, offering a powerful solution to streamline and automate lead conversion processes. In this blog post, we will explore how to convert mass leads in Salesforce using BOFC. Understanding BOFC Bulk Object Field Creator (BOFC) is a Salesforce app that enhances the platform’s functionality by simplifying and automating complex processes related to data management and object customization. BOFC allows users to perform bulk actions on standard and custom objects, including lead conversion, with ease and precision. It

  2. provides a user-friendly interface and a wide range of functionalities, making it an invaluable tool for Salesforce administrators and developers. 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 10–15 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. Go to BOFC Application and open “Bulk Lead Conversion” page

  3. 2. It will open this page for Lead conversion 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 IDs using XLS file: In this option, user can upload lead IDs using a pre-formated xls or csv template. User can download template and then can upload its lead file once ready.

  4. •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: Click Here Video: Click Here Import Lead using XLS file Blog: Click Here Video: Click Here Show All Leads which are not converted Blog: Click Here Video: Click Here

  5. Conclusion Converting mass leads in Salesforce can be a challenging task, especially for growing businesses with large databases. However, with the power of Bulk Object Field Creator (BOFC), this process becomes much more manageable and efficient. By following the step-by-step guide outlined in this blog post, you can harness the full potential of BOFC to convert leads at scale, boost your sales team’s productivity, and ultimately drive business growth.

More Related