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Sampath palli 2 Lead generation Project
Hi all
I want to develop a crm project for construction companies which is i want to track the leads from external system and upload in to salesforce objects and the qualified leads are converted into contacts and accounts and also track the how many leads are converted into opportunities and how many opportunities are converted into contacts and accounts. I want to create reports on this lead convertion.
How we make leads duplicate data cleaning
To achive this where i need to focus.
what key points or any tips or suggestions.
Thanks in Advance
Sampath
I want to develop a crm project for construction companies which is i want to track the leads from external system and upload in to salesforce objects and the qualified leads are converted into contacts and accounts and also track the how many leads are converted into opportunities and how many opportunities are converted into contacts and accounts. I want to create reports on this lead convertion.
How we make leads duplicate data cleaning
To achive this where i need to focus.
what key points or any tips or suggestions.
Thanks in Advance
Sampath
http://resources.docs.salesforce.com/202/13/en-us/sfdc/pdf/salesforce_lead_implementation_guide.pdf
Best practices : https://help.salesforce.com/HTViewSolution?id=000001053&language=en_US
Do mark it as a best answer if it helped you.
All Answers
http://resources.docs.salesforce.com/202/13/en-us/sfdc/pdf/salesforce_lead_implementation_guide.pdf
Best practices : https://help.salesforce.com/HTViewSolution?id=000001053&language=en_US
Do mark it as a best answer if it helped you.
2.You can either do it by writing custom logic using Apex Trigger to restrict creating duplicate records.
Cheers,
Dhriti