Kothai Sengodan – Automate Opp Record Type Selection and Migrate Date to a Converted Account and Opportunity (5/19/17)

In this Automation Hour Webinar, Kothai Sengodan walked us her use case of switching from a custom apex lead conversion to Salesforce’s standard lead conversion to take advantage of account duplicate rules and reduce duplicate accounts from being created during the lead conversion process. However, she needs to make an opportunity record type selection as part of the lead conversion process. Additionally, they have service locations tied to leads that also needed to migrate to the converted account and opportunity.

Additionally, Kothai covers process builder tips and tricks and common errors.

Slides: Presentation Deck

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