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Smart Lead Converter

By Amdrodd - Spiff Experts, Manufacturing, Health cloud, Marketing Cloud, CPQSales Methodologies

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free
Listed since
2021

About Smart Lead Converter

An Advanced Lead Converter

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.

Highlights

  • 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.

Screenshots

Smart Lead Converter screenshot 1

Image 1 of 9

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 11, 2021
Industries
  • Horizontal Product
Languages
  • English

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