Bulk Lead Conversion With BOFC

Introduction to Bulk Lead Conversion With BOFC ❏

When a Prospect (or Lead) is converted in Sales Process, it is converted to Account, Contact and Opportunity. This process is performed manually on each Lead record by clicking “Convert” button at lead level, which is a time-consuming and a monotonous job for Salesforce developers and admins. ❏ With Bulk Object Field Creator user can convert a mass number of Leads (such as 100 or 200 or 500 leads) in few simple clicks. This would help users save time, reduce manual effort and increase productivity. BOFC application has a simple user interface which is extremely self-explanatory and easy to use.

Major Features for Bulk Lead Conversion 1.

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Mass Convert Lead records using Standard Lead Conversion mapping in a few clicks User can filter leads using Standard Report, XLS or CSV. or direct Supports CSV, XLS, and XLSX Format- Drag Drop a CSV or XLS or XLSX files which contains a list of lead records User can choose the option to either “Create new account” or “Assign lead to exist account” User can choose an option to choose Lead Owner for single or multiple leads Error And Validation Support- Application effectively guides a user in lead conversion and provide error description.

Steps to Convert Mass number of leads in few clicks: Step 1: Goto BOFC Application and open “Bulk Lead Conversion” page

Step 2: It will open this page for Lead conversion

Here user can view “Leads which are not converted� using 3 options: 1.

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Use Salesforce Standard Report Import Lead IDs using XLS file Show All Leads which are not converted

Step 3: Once any of above three options is selected (as briefed in step 2), it will display below screen with Lead records which are not converted.

Step 4: Select lead rows & verify all the details in required columns or remove error(if any).

Step 5: Click “Convert Bulk Leads using Standard Conversion� button to convert selected lead row records.

Step 6: Once the convert action is completed, it will show “Success or Error” status message in-front of each row.

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Green means – Lead row converted successfully Red means – Lead row error out with some error message

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