WeDid: Salesforce Auto Lead Conversion

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Challenges

Duplicate leads may be created from different channels. When a lead is converted, those duplicate leads may still remain in the Lead table. These duplicate lead data could contain important information and can’t be ignored.

 

Solution:

We have implemented an Apex trigger to do the following:

1. When a user converts a Contact, the trigger will automatically search for any duplicate Leads (e.g. records with same Email).

2. If any matching Leads are found, they will be automatically converted and link to the related Contact. Latest information will be updated into Contact as well.

Related Objects Leads, Contacts, Accounts
Components Apex Trigger, Apex Class
Complexity Medium

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