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Smart Lead Converter

An Advanced Lead Converter

Overview

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

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  • Smart Lead Converter converts Leads to Accounts, Contacts, Opportunities, and other Standard & Custom Objects.

  • Along with Field mappings, SLC also helps you migrate associated Files of the leads as well.

  • If you work with multiple record types of Leads and other objects, we can define the destination record type for each converted Lead, irrespective of your default record type.

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.

Categories

Business Needs
Sales Methodologies
Industries
Horizontal Product
Personas
Administrator
Architect
Developer
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

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