Multiple Lead Converter
Ayush Makkar
Like this project
Posted Jul 22, 2024
The Multiple Lead Converter project aims to streamline the process of converting multiple leads into accounts, contacts, and opportunities in Salesforce
Likes
0
Views
1
Tags
Project Overview: Multiple Lead Converter
Objective:
The Multiple Lead Converter project aims to streamline the process of converting multiple leads into accounts, contacts, and opportunities in Salesforce with a single action. This tool is especially useful for sales teams who handle numerous leads and need an efficient way to manage conversions.
Key Features:
Batch Conversion: Convert multiple leads at once, reducing repetitive manual tasks.
Customization: Option to customize the conversion process (e.g., deciding whether to create opportunities).
User-Friendly Interface: Intuitive design to select and convert leads easily.
Components and Functionality:
1. Lead List Component (leadList)
Purpose: Displays a list of leads with checkboxes to select multiple leads.
Features:
Search functionality to filter leads.
Pagination for better navigation through the lead list.
2. Lead Conversion Modal (leadConversionModal)
Purpose: Popup modal to confirm the conversion and set conversion options.
Features:
Options to create accounts, contacts, and opportunities.
Custom settings for field mappings.
3. Lead Conversion Service (LeadConversionService)
Purpose: Backend service to handle the actual conversion logic.
Features:
Batch processing to handle multiple leads.
Error handling and rollback mechanisms.