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Smart Lead Converter

By Amdrodd - Spiff Experts, Manufacturing, Health cloud, Marketing Cloud, CPQ

An Advanced Lead Converter

No Ratings
Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Sales Methodologies
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud

Smart Lead Converter is an Advanced Lead conversion process to convert Leads to Account, Contacts, Opportunities, and other Standard & Custom Objects.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Additional Requirements
No Additional Requirements

App Details

Version
Smart Lead Converter/Smart Lead Converter 1.24.5 1.24.5
Listed On
11/22/2021
Latest Release
02/10/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.24.5
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/11/2021

Additional Details

Smart Lead Converter (SLC) is an Advanced Lead conversion app that can be used to convert Leads to Account, Contacts, Opportunities, and other Standard & Custom Objects. Along with field mappings, SLC helps you migrate associated Files of the leads as well. If you work with multiple record types of Leads and other objects, SLC helps you define the destination record type for each converted Lead, irrespective of your default record type. Standard lead conversion converts records only to the default record type of Account, Contact & Opportunity. SLC allows you to have different conversion mappings for different Profiles which makes your lead conversions more flexible and meaningful based on the requirements of the Profile. Only one mapping can be assigned to each profile.

Need help?

Amdrodd - Spiff Experts, Manufacturing, Health cloud, Marketing Cloud, CPQ

Dover, Delaware

www.amdrodd.com

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