Mass Convert Leads to Accounts in Salesforce
Relate Leads to Accounts Configuration - Part 2
In order to complete the steps in this video, you will need to complete the steps in the Relate Leads to Accounts video. Be sure to complete the installation from the Relate Leads to Accounts video before watching this video.
Relate Leads to Accounts - How to Article from Blu Ninjas: https://bluninjas.com/how-tos/relate-leads-to-accounts-flow/
This video will show you how to do the following:
- Further configure the Relate Leads to Accounts package to add a button that will allow your users to mass convert Leads to be Contacts under an Account from the Account page.
- Trigger the flow to update existing Leads to be related to Accounts
- How to use Data Loader to trigger the mass update to existing Leads
Click on the thumbnail to the right to watch this tutorial on YouTube.
If you're looking for a high level quick how-to be sure to check out our sister site's original article on Blu Ninjas.