Overview:
The client needed extended functionality to convert Lead to contact to custom objects to meet their specific business need. The client receives a high volume of leads and the process of converting leads into custom objects was inefficient and time-consuming, leading to a high lead dropout rate.
The Challenge:
- Manual complicated lead conversion.
- Time-consuming.
The Benefits:
The automated lead conversion to custom objects helped the sales team to focus on closing deals rather than managing leads and improved the overall efficiency of the sales process.
- Streamlined lead conversion.
- Reduced drop leads.
- Improved data accuracy.
- Reduced lead conversion time.
Solutions:
- Created custom objects and identified fields necessary to track leads as per business needs.
- Creation of validation rules to ensure data is valid and complete before lead conversion.
- Implemented automation using salesforce screen flow and Lightening Web components to automatically convert Leads to custom objects.
- Field mapping leads to a new custom object.